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 assist in the administration duties and activities that are required to support the successful delivery of administration for a client portfolio. This will be under the supervision of the Senior Administrator / Assistant Manager and Manager.
MAIN RESPONSIBILITIES AND DUTIES
- Liaise with intermediaries/clients as necessary and under the supervision of more senior team members.
- Check and maintain the central diary system to ensure that deadlines are met.
- Involvement in the review process from a trainee perspective to gain further exposure.
- Prepare minutes and assist with the billing and collection of debtors’ process.
- Prepare cheques, letters, and settle bills on behalf of client entities.
- Perform various tasks such as photocopying, scanning, filing and binding of documents.
- Generally, assist various members of the group with routine administrative tasks.
- Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation.
- Adhere to CPD requirements in accordance with qualification level in-house procedures.
- Adhere to the JTC core values and expected behaviours.
- Any other duties as deemed necessary by Management.
- Maintain 90% chargeable time.
ESSENTIAL REQUIREMENTS
- Minimum A Level qualifications or equivalent.
- Ability to work to deadlines and prioritise effectively.
- Excellent attention to detail.
- Good analytical skills.
- Strong communication skills with an enthusiastic and helpful outlook.
- Reliable, dependable, trustworthy and confidential.
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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