EMPLOYMENT TYPE: Permanent
DEPARTMENT: Private Client
DIVISION: Private Client Services
WORKPLACE STRUCTURE: Hybrid
ROLE OVERVIEW
PURPOSE OF JOB
The role holder will be required to administer a client portfolio, under the supervision of an Assistant Manager or given Line Manager. They should be able to demonstrate a clear understanding of the clients’ portfolios, including risk awareness, relationship management and contractual and statutory obligations.
MAIN RESPONSIBILITIES AND DUTIES
- Administer and monitor a 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 and minimise write-offs where possible.
- Complete the review process for client entities and be 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.
- Check, maintain and ensure accuracy of the central diary system relevant to client portfolio managed, to ensure deadlines are recorded and subsequently achieved.
- Maintain accurate and up to date records of client ent.
- 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
- A bachelor's degree in finance, accounting, business administration, or a related field is required.
- 1-3 years of experience in financial management, accounting, budgeting, or related fields.
- Experience in the finance, Banking, wealth management industry highly desirable.
- Ability to work collaboratively with other departments and stakeholders.
- Ability to analyze financial data and make informed decisions.
- Attention to Detail: Precision in handling financial transactions and preparing reports.
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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