Role overview Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions... and responsible for client onboarding and client data maintenance. The overall client onboarding team is driven by front office (who...
Role overview Support effective, controlled fund operations for the TrinityBridge Funds and Specialist Funds... delivery of the TrinityBridge Funds Annual and Interim Reports & Accounts, including production timetables, draft reviews...
, troubleshoot and resolve issues submitted to the IT Service Desk Coordinate efforts with local TrinityBridge IT Desktop Support... on issues related to data, voice and data network, packaged applications and bespoke IT applications and services Support users...
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...
of TrinityBridge computer systems provided by our software provider, IRESS, including XPLAN, PULSE, FUSION and SYMPHONY. Key... relating to new and existing TrinityBridge clients, on the Fusion, PULSE and Symphony systems, within agreed SLAs Undertake...
Role overview The Development Delivery Manager is responsible for leadership and delivery across the TrinityBridge... progression of Development team members, aligning to TrinityBridge business principles and with consideration of each individual...
TrinityBridge is seeking an experienced Account Manager to join our Intermediary Partnerships team. The role..., with a focus on TrinityBridge's range of investment solutions. TrinityBridge’s fund range and services include multi-asset...
and supporting evidence, track actions and support the effective operation and continuous improvement of TrinityBridge's Third Party.... Maintain TPM trackers, action logs, review schedules and management information, identifying data-quality issues, overdue...
firms Providing valuations, assets under management (AUM) information, costs and charges data Responding to adviser... both independently and as part of a team Excellent record-keeping and administrative skills At TrinityBridge we look to recruit...
will be responsible for developing, analyisng and enhancing business data and MI to provide meaningful insight into customer outcomes... Assurance T&C records and supporting documentation. Maintain and strengthen data quality, governance and reporting processes...