At a Glance
- Tasks: Manage asset transfers and ensure smooth operations within the Transfers Team.
- Company: Join TrinityBridge, a diverse and inclusive wealth management firm.
- Benefits: Flexible work options, supportive culture, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on innovation and efficiency.
- Why this job: Make a real impact in asset management while developing your skills.
- Qualifications: Experience in operational processes and strong attention to detail required.
The predicted salary is between 30000 - 40000 £ per year.
This is a role within the Transfers Team which forms part of the bigger Operations Department. As the Transfers Officer, you will be reporting directly into the Transfer Manager and will be responsible for all activities relating to asset transfers in and out of TrinityBridge's custody, internal transfers, and APS transfers.
Responsibilities
- Processing transfers in to and out of TrinityBridge for all account types, across multiple products and platforms.
- Internal transfers of holdings arising from changes to client status (e.g. receipt of tax documentation, trust distributions, deceased, spouse to spouse transfers etc.).
- Monitor transfer progress and escalate issues when required.
- Facilitate Depot movements.
- Setting up Nominee accounts and providing KYC document when required.
- Report uploads/downloads (e.g. IFDS).
- The role will require regular interaction with Fund Managers, market counterparties and other Operations teams that are involved in maintaining client account data and records.
- Demonstrate an understanding of and compliance with regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
We Would Love To Hear From You If
- Previous experience of operational processes in wealth manager or private client asset management.
- Accuracy and attention to detail.
- Ability to work unsupervised at times.
- Team player willing to respond to varied requests.
- Able to build effective relationships with 3rd parties and internal customers such as the fund managers.
- Able to challenge current processes within the operations area and provide solutions and efficiencies.
- Understanding of re-registration of collective investments.
- Good all round securities knowledge.
- Experience with the Crest Gui.
- Experience with Equisoft would be advantageous.
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Transfers Officer (6 month FTC) in London employer: TrinityBridge
TrinityBridge is an exceptional employer that values diversity and inclusivity, offering a supportive work culture where employees can thrive. With a focus on professional growth, the Transfers Officer role provides opportunities to engage with various stakeholders while honing your skills in asset management. Located in a dynamic environment, TrinityBridge promotes a healthy work-life balance and encourages innovative thinking, making it a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Transfers Officer (6 month FTC) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and operations sectors. A friendly chat can lead to insider info about job openings or even a referral. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by researching TrinityBridge and its operations. Understand their asset transfer processes and be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to compliance and risk management. We want you to feel confident and articulate when discussing your skills and experiences.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love hearing from candidates who are genuinely interested in joining our team at TrinityBridge.
We think you need these skills to ace Transfers Officer (6 month FTC) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Transfers Officer role. Highlight any previous experience in operational processes, especially in wealth management or asset management, to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background makes you a great fit. Don’t forget to mention your attention to detail and ability to work independently.
Showcase Your Team Spirit:We love team players! In your application, share examples of how you've successfully collaborated with others, especially in challenging situations. This will show us you can build effective relationships with both internal and external stakeholders.
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and can consider you for the Transfers Officer position!
How to prepare for a job interview at TrinityBridge
✨Know Your Transfers Inside Out
Make sure you understand the ins and outs of asset transfers, especially in relation to the role. Brush up on your knowledge of internal transfers, KYC requirements, and the regulatory framework. This will show that you're not just familiar with the processes but also ready to tackle any challenges that come your way.
✨Showcase Your Attention to Detail
In this role, accuracy is key. Prepare examples from your past experiences where your attention to detail made a difference. Whether it was processing transfers or managing client data, be ready to discuss how you ensure everything is spot on.
✨Build Rapport with Fund Managers
Since you'll be interacting with fund managers and other teams, think about how you can demonstrate your relationship-building skills. Have a few anecdotes ready that highlight your ability to work collaboratively and effectively with various stakeholders.
✨Be Ready to Challenge the Status Quo
TrinityBridge values innovation and efficiency. Come prepared with ideas on how processes could be improved. This shows that you're proactive and willing to contribute to the team's success, which is something they really appreciate.
