Client Reporting Coordinator - London, United Kingdom - Triple Point LLP

Triple Point LLP
Triple Point LLP
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Triple Point stands for something:
for making a difference to communities through purpose-driven investments, and for generating long-term, sustainable profit for investors. Everyone who works at Triple Point stands for these things too, and we're empowered to help the company succeed. As a result, we build stronger relationships with our partners, produce smarter solutions, and generate better results.

Our business is built on finding unrecognised signals, and coming up with new combinations to serve our clients, society, and each other. And to do that, we need people who look laterally. People who practice active listening, ask questions that propel us forward, and seek out experiences that broaden our collective perspective. People who are curious and active - so they can unearth new opportunities and deliver meaningful results.

There are c240 of us at Triple Point. Engineers rub shoulders with lawyers, and accountants work alongside investment professionals. It's important to us everyone's voices are heard, and that everyone can contribute to decision-making.**
We trust each other and we take care of each other. We promote mental, physical and financial wellbeing so our people can work mindfully then step away to recharge.

Role Summary

Key Responsibilities

  • Assisting with the drafting, production and dispatch of client reporting and ongoing communications to advisers and investors
  • Work closely with various internal teams who help produce the required Investor communications
  • Assisting with the creation of distribution lists for client reporting
  • Archiving advisor & Investor correspondence on systems & the internal folder structure
  • Ensuring the Data & Reporting Sheets for the team are updated
  • Maintaining team processes within the Visio system
  • Updating Computershare Registrar with shareholder information
  • Assisting general Client Reporting, Client Services & Marketing teams when required
  • Assisting & managing the request of additional information requests from investors when required

Knowledge and Experience

  • Excellent communication skills both written and personal
  • Ability to work to deadlines and tight time scales
  • Attention to detail and responsibility for own work
  • Experience of Microsoft Excel, Word and Outlook
  • Prior experience in communications, ideally within Financial Services, use of a client database such as Salesforce and experience of data management is preferred
  • A flexible and proactive attitude
  • The ability to work independently, setting goals and objectives and striving to meet them and using your initiative
  • A good team player prepared to 'roll sleeves up' and help out when deadlines are approaching or with other teams
  • Strong planning and organisation skills
  • Where accuracy is key, you take responsibility for your work and strive to get it right first time; people can rely on your work.


  • Creativity

  • Able to come up with new ideas and articulate them to the team

Alongside our wellbeing initiatives, the successful applicant can expect, a very competitive salary, support in the attainment of professional qualifications, 28 days holiday, PMI, pension plan and a generous bonus scheme.

  • Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company._
**STRICTLY NO AGENCIES
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