TrinityBridge is seeking a Transfers Officer to join the Transfers Team within the Operations Department. You will handle transfers to and from TrinityBridge’s custody, internal transfers, and APS transfers, reporting to the Transfer Manager.
You will interact with fund managers and market counterparties, ensure regulatory compliance, maintain client data accuracy, set up Nominee accounts and provide KYC documents when required, and support process improvements within the transfer workflow.
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Asset Transfer Specialist, Wealth Management employer: TrinityBridge
At TrinityBridge, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values diversity and promotes employee growth. Located in Northwich, our team enjoys flexible working options, a strong sense of community, and a commitment to sustainability, ensuring that every employee can thrive both personally and professionally while contributing to meaningful client relationships.
