OVERALL SUMMARY Join TrinityBridge Bespoke team as an Investment Administrator where you will provide administration service support to the Bespoke IM team, managing the coordination and administration of all client related queries ensuring best practice is delivered without exception. You will report directly into the Senior Investment Director responsible for the clients. This role is office based and full time, 5 days a week. RESPONSIBILITIES Service levels and positive client outcomes Deliver levels of service expected by High Net Worth clients including assisting in the regular assessment and reporting of any change in client circumstances & suitability factors Continue to provide excellent client service to ensure zero incidents and complaints Consistently follow processes and ensure a great experience for the client Ensure adequate record keeping of client correspondence and conversations Provide all administration support the Bespoke IM team require with the assistance of other administrators in the team. This includes account opening and client on-boarding. Strategic Planning Engage and participate where required in improvement initiatives, and provide constructive feedback to drive future initiative direction? People Champion and demonstrate TrinityBridge’s core principles, continuing to ensure a one team, one culture ethos across HNW, especially as teams grow in size and new talent is developed Actively participate in TrinityBridge’s diversity and inclusion initiatives Ensure clear and effective communication with colleagues across HNW WE WOULD LOVE TO HEAR FROM YOU IF: Experience in a client facing Investment services or Financial services administration role preferable Experience in an office setting required Proven ability to manage a varied workload and adapt to conflicting deadlines Confident working independently with a view to working 1:1 with an Investment Manager and supporting the Bespoke IM Team when necessary Resilient and reliable team player willing to respond and support various external and internal requests Strong communication and interpersonal skills (verbal and written) Excellent organisational skills and attention to detail Solution-focused when problem solving and adopting new software and systems Excellent record keeping and reporting capabilities Strong IT and MS Office skills: Word (intermediate level), Excel (intermediate level – basic formulas), PowerPoint (intermediate level), Outlook (advanced level) 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. We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. LI-EM1 LI-SY1 LI-JJ1