Job Description

EMPLOYMENT TYPE: Permanent

DEPARTMENT: Private Client

DIVISION: Private Client Services

WORKPLACE STRUCTURE: Hybrid

PURPOSE OF JOB

The role holder
will be required to administer a client portfolio, under the supervision of a
Line Manager. They should be able to
demonstrate a clear understanding of the client's portfolio, including risk
awareness, relationship management and contractual and statutory obligations.

MAIN RESPONSIBILITIES AND DUTIES

• Administer and monitor a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
  
• Manage own billing and cash collection / debtors process, have an awareness of recoverability and work in an efficient manner so as to minimise write-offs.
  
• Review client structures, complete review processes for client entities, remain aware of risk exposure, including the fulfilment of responsibilities under the review procedures.
  
• Awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours.
  
• Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required.
  
• Ensure a professional service is provided to clients and intermediaries.
  
• Maintain accurate and up to date records of client entities, ensuring all statutory obligations are complied with.
  
• Through effective administration, ensure existing clients are retained.
  
• Assist with the management and training of junior members of the team.
  
• Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met.
  
• Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation.
  
• Adhere to CPD requirements in accordance with qualification level and in-house procedures.
  
• Adhere to the JTC core values and expected behaviours.
  
• Any other duties as deemed necessary by
  Management.

ESSENTIAL REQUIREMENTS

• Ability to work to deadlines and prioritize effectively.
  
• Extensive administration experience.
  
• Good analytical skills.
  
• Ability to collate and present information in a clear and concise manner.
  
• Self-motivated with a positive approach, strong work ethic and willingness to learn.
  
• Highly organised with strong attention to detail.
  
• Excellent written, verbal and interpersonal skills.
  
• Competent in all Microsoft applications.
  
• Hold or be studying towards a relevant professional qualification.

OUR COMMITMENT TO INCLUSION &
WELLBEING

JTC is committed to fostering
a healthy, inclusive organisation where all individuals feel welcome and feel
able to participate in the workplace fully. We value different perspectives,
backgrounds and lived experiences. This includes supporting employee wellbeing
so that people feel equipped to thrive.

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