Administrative Assistant

Trinitycapitalpartners; Remote; GBP 22,000 - GBP 30,000; Full time

Job summary

A modern financial planning firm is seeking an organized and motivated individual for a fully remote administrative support role. Responsibilities include maintaining client records, assisting with client correspondences, and ensuring compliance with processes. The ideal candidate should have experience in administration, strong organizational skills, and familiarity with CRM systems. The firm offers flexibility, clear processes, and opportunities for career growth within a supportive team culture. Pay ranges from £22,000 to £30,000 per annum depending on experience.

Benefits

Genuine fully remote working

Clear processes and structured support

Opportunity for career progression

Supportive team culture

Qualifications

• Previous administrative experience is required.
• Candidate should have strong organisation and attention to detail.
• Familiarity with CRM systems, especially Intelligent Office, is desirable.

Responsibilities

• Maintain accurate client records on Intelligent Office.
• Update internal trackers and manage tasks independently.
• Assist with drafting and issuing client correspondence.
• Follow processes to ensure compliance and accuracy.

Skills

Administration experience

Strong organisation

Attention to detail

Ability to work independently

Experience in financial services

Familiarity with CRM systems

Remote work experience

Tools

Intelligent Office

Job description

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