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 varied client portfolio, under the supervision of a Manager/Senior 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 and assist with the smooth running and management of the team.
MAIN RESPONSIBILITIES AND DUTIES
- Administer, monitor and where required manage, a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
- Management of whole billing process for team, with a strong emphasis on recoverability, working in an efficient manner so as to minimise teams write-offs and maintain division’s KPIs.
- Review client structures, completing review process for clients’ entities, remaining 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, acting as a guide in this respect to more junior members of the team.
- Assist line manager with the preparation and review of reports for management meetings.
- Review legal and tax advice where appropriate and be able to interpret / implement relevant advice as required.
- Check, maintain and ensure accuracy of own and team’s central diary systems to ensure that all deadlines are recorded and subsequently met.
- Ensure a professional service is provided to clients and intermediaries.
- Supervise and assist with the management and training of junior members of the team, conducting appraisals and performance management reviews if requested/appropriate.
- Check, delegate and monitor the work of junior members of the team and where appropriate ensure team’s adherence to their contractual obligations.
- Where possible, promote the range of services the Group can provide to existing clients within the portfolio and identify new business opportunities.
- Ensure team members maintain accurate and up to date records of their respective clients on client desktop.
- Through effective administration, ensure existing clients are retained.
- 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 Group’s core values and guiding principles.
- Deputise in the absence of the line manager.
- Any other duties as deemed necessary by Management.
ESSENTIAL REQUIREMENTS
- Ability to work to deadlines and prioritize effectively.
- 5 years 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 STEP or ICSA.
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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