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- Tasks: Provide organised admin support to advisers and the Client Servicing team.
- Company: Trinity Capital Partners, a modern financial planning firm with a fully remote model.
- Benefits: Competitive salary, flexible working hours, and opportunities for career progression.
- Why this job: Join a supportive team and make a real impact in a dynamic remote environment.
- Qualifications: Previous admin experience, strong organisation skills, and ability to work independently.
- Other info: Fully remote role with potential for growth into senior positions.
The predicted salary is between 22000 - 30000 £ per year.
Trinity Capital Partners is a modern, forward-thinking financial planning firm operating a fully remote working model. We focus on trust, flexibility, strong processes, and delivering an excellent client experience through well-structured systems and teamwork.
Job Purpose
To provide reliable and organised administrative support to advisers and the Client Servicing team, ensuring client records, tasks, and communications are accurate, compliant, and progressing in line with Trinity processes. This role is suited to someone who is highly self-motivated, disciplined, and able to manage their workload independently while working from home, whilst remaining engaged and accountable within a remote team.
Key Responsibilities
- Administrative & Systems Support
- Maintain accurate client records on Intelligent Office (IO) and related systems
- Upload, name, and file documents in line with Trinity standards
- Update internal trackers, workflows, and task lists
- Manage allocated tasks and deadlines independently
- Client & Provider Support
- Assist with drafting and issuing client correspondence
- Chase outstanding information from providers and clients
- Log incoming documents and service requests accurately
- Escalate issues or missing information appropriately
- Process & Compliance Support
- Follow Trinity SOPs, workflows, and checklists
- Ensure records are complete, accurate, and audit-ready
- Identify and flag missing or inconsistent information
- Support data cleansing and process improvement work
- Remote Working & Accountability
- Plan and structure their working day effectively in a home-based environment
- Remain responsive on Teams and email during core working hours
- Take ownership of tasks from allocation through to completion
- Proactively communicate progress, capacity, or blockers
Skills & Experience
- Previous administrative experience
- Strong organisation and attention to detail
- Comfortable following structured processes and checklists
- Able to work independently with minimal supervision
- Experience within financial services or a regulated environment
- Familiarity with CRM systems (Intelligent Office desirable)
- Experience working remotely or managing workload independently
Personal Attributes (Key for Remote Working)
- Self-motivated and disciplined
- Organised and reliable
- Proactive and clear communicator
- Comfortable working autonomously
- Takes pride in accuracy and quality
Working Pattern
- Fully remote (UK-based)
- Full-time or part-time considered
- Monday–Friday
- Core availability during standard UK business hours
- £22,000 – £30,000 per annum, depending on experience
- Pro-rata if part-time
What Trinity Offers
- Genuine fully remote working
- Clear processes and structured support
- Opportunity to progress into senior admin or client servicing roles
- Supportive, collaborative team culture
Apply now
Administrative Assistant (Fully Remote) in Manchester employer: Trinitycapitalpartners
Contact Detail:
Trinitycapitalpartners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrative Assistant (Fully Remote) in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or other platforms. Let them know you're on the lookout for an Administrative Assistant role, and who knows? They might just have the inside scoop on openings at Trinity Capital Partners.
✨Tip Number 2
Prepare for virtual interviews by practising common questions. Think about how your previous experience aligns with the responsibilities listed in the job description. We want you to shine when discussing your organisational skills and attention to detail!
✨Tip Number 3
Showcase your remote working skills! During interviews, highlight how you've successfully managed your workload independently. Share examples of how you’ve maintained communication and accountability while working from home.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Trinity Capital Partners.
We think you need these skills to ace Administrative Assistant (Fully Remote) in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administrative Assistant role. Highlight your previous administrative experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Organisation Skills: Since this role requires strong organisation and attention to detail, don’t forget to showcase examples of how you've managed tasks or projects in the past. We love seeing how you keep things running smoothly!
Be Clear and Concise: When writing your cover letter or application, be clear and concise. We appreciate straightforward communication, so get to the point while still showing your personality. Let us know why you’re excited about this opportunity!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Trinitycapitalpartners
✨Know Your Stuff
Before the interview, make sure you understand Trinity Capital Partners' values and how they operate. Familiarise yourself with their processes and the tools they use, like Intelligent Office. This will show that you're genuinely interested and prepared.
✨Showcase Your Organisation Skills
Since the role requires strong organisational skills, be ready to discuss specific examples from your past experience. Talk about how you've managed tasks independently and maintained accurate records. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Demonstrate Remote Work Readiness
Highlight your experience working remotely and how you stay disciplined and motivated. Share strategies you use to manage your time effectively and communicate with your team, ensuring you remain engaged even when working from home.
✨Ask Thoughtful Questions
Prepare a few questions to ask at the end of the interview. This could be about their team culture, how they support remote workers, or what success looks like in this role. It shows you're thinking ahead and are genuinely interested in the position.
