Operations Administrator; FTC

Operations Administrator (6 month FTC) – Trinity Bridge

Undertake Self Directed account and portfolio closure activity on the IRESS provided suite of systems within a tight timeframe.

• Accurate and timely processing of account and portfolio closures for Self Directed clients.
• Serve as a central point of contact and owner for this activity.
• Collaborate with other departments to ensure that the closures run smoothly and effectively.
• Involved in problem‑solving and escalation of issues.
• Inform Line Manager/Supervisor of areas of concern and any issues that may arise.
• Consistently demonstrate the firm’s Business Principles (Client, Excellence, People & Integrity).

• Demonstrate an understanding of the regulatory framework relevant to the role and practise effective risk management.
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures, including FCA principles and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

• Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with differing investment types/products and ‘platforms.’
• Detailed working knowledge of Microsoft Excel, in addition to the full suite of Microsoft Office Teams applications.
• Keen attention to detail (system and non‑system).
• Ability to work quickly and accurately within very tight deadlines.
• Good team player with the ability to work on own initiative.
• Flexibility and availability to work overtime during peak workload periods.
• Excellent communication skills (written and verbal).

At Trinity Bridge 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.

• Entry level

• Full‑time

• Management and Manufacturing

Northwich, England, United Kingdom