or apply directly on Triple Point's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 2 days Triple Point's roles stay open a median of 29 days
- Reposted
- No
- Salary listed
- No 0% of Triple Point's roles list one
- Ghost-job risk at Triple Point
- high 5 stale, 0 reposted of 14 open
- Hiring momentum
- 26 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Triple Point's own greenhouse board since 2026-08-03. Full hiring picture for Triple Point.
About this role
The Client Operations Administrator role involves managing investor onboarding, KYC/AML checks, and account administration within the Investor Operations team. Daily tasks include processing new investor applications, maintaining accurate records in Salesforce, responding to queries from investors and advisers, and supporting compliance efforts. This position requires attention to detail and a proactive approach to improving processes.
- benefits
- 3/5
- freshness
- 5/5
- career value
- 3/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Triple Point as an employer.
What you need
- Experience in an operations, financial services, or investor administration environment
- Fantastic attention to detail
- Comfortable using Microsoft Office
- Experience with CRM systems such as Salesforce
- Comfortable and confident working with data and numbers
- Good prioritisation skills
Nice to have
- Familiarity with AI tools (e.g. ChatGPT, Claude)
- An understanding of financial services and/or tax-efficient investments (e.g. VCT, EIS, IHT solutions)
What you get
- Competitive salary
- Comprehensive benefits package
- Opportunities for professional development and career progression
- Contributory pension
- Hybrid/flexible working
- Ongoing learning and development opportunities
Worth weighing
- Role is a fixed-term contract for 9 months
- No specific salary listed
- Emphasis on attention to detail and process improvement may indicate a high workload
- Experience with AI tools is advantageous but not required
Summarised from Triple Point's posting. Read the full original.
Listed by Triple Point on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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