TrinityBridge Limited in the United Kingdom is seeking an administrative specialist for the Client Payments & Fees team. You will process payments and ongoing fees, verify Source of Funds, and liaise with clients to ensure accurate processing across Fusion, PULSE and Symphony.
The role requires high accuracy, strong IT skills, and the ability to meet tight deadlines. Flexibility to work overtime and good communication are essential in a busy wealth-management environment.
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Wealth Investment Operations Specialist in Northwich employer: TrinityBridge Limited
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Our commitment to flexible working options ensures a healthy work-life balance, while our focus on sustainability and community engagement allows employees to contribute meaningfully to both their careers and the world around them. Join us in our mission to be a leading UK Wealth Manager, where your contributions will help shape trusted client relationships for generations to come.
