Administrative Assistant; Fully Remote

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.

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.

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

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

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

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

Previous administrative experience

Strong organisation and attention to detail

Comfortable following structured processes and checklists

Able to work independently with minimal supervision

Experience with in financial services or a regulated environment

Familiarity with CRM systems (Intelligent Office desirable)

Experience working remotely or managing workload independently

Self-motivated and disciplined

Organised and reliable

Proactive and clear communicator

Comfortable working autonomously

Takes pride in accuracy and quality

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

Genuine fully remote working

Clear processes and structured support

Opportunity to progress into senior admin or client servicing roles

Supportive, collaborative team culture

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