EMPLOYMENT TYPE: Permanent
DEPARTMENT: Employer Solutions
DIVISION: Institutional Client Services
WORKPLACE STRUCTURE: Hybrid
ROLE OVERVIEW
PURPOSE OF JOB
The role is based in Jersey and reports into Jersey based Senior Director, Business Development in Employer Solutions. You will provide day to day deal enablement support to the Employer Solutions business development function, assisting with the progression of in-flight opportunities and pipeline activity.
The role is enablement focused. It supports origination activity but does not carry individual new business origination or revenue targets.
MAIN RESPONSIBILITIES AND DUTIES
- Provide administrative support to opportunities through the deal lifecycle, gathering and collating inputs from across the business.
- Draft, format and proofread proposals, RFI and RFP responses, fee schedules and pitch presentations, working from approved content and templates.
- Maintain the Employer Solutions bid content library, including standard responses, credentials and case studies.
- Maintain accurate pipeline and opportunity records in CRM and produce standard pipeline reports for the Business Development team.
- Carry out desk-based research on prospects, markets and intermediaries as directed, to support origination activity.
- Support the handover between business development and operational teams once opportunities convert, including collating take on and onboarding documentation.
- Support the coordination and administration of industry events, conferences and marketing activity.
- Ensure that all JTC policies and procedures are adhered to and guarantee efficient and prompt query resolution.
- Actively participate in team initiatives such as procedure documentation and system testing.
- Escalate all breaches and complaints immediately upon discovery.
- Adhere to all JTC Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation.
- Adhere to JTC core values and expected behaviours.
- Any other duties as deemed necessary by Management.
ESSENTIAL REQUIREMENTS
- 3 to 5 years' administration experience within financial or professional services, ideally including exposure to business development, bid or proposal support.
- Experience producing, formatting and proofreading documents and materials for corporate clients.
- Awareness of Employer Solutions related products and retirement services, or the willingness to develop this.
- Knowledge of international finance centres and trustee services is desirable.
- Confident user of Microsoft Office; experience of Salesforce or a similar CRM is desirable.
- Excellent written communication and drafting skills with strong attention to detail.
- Strong organisational skills and the ability to prioritise competing deadlines.
- Ability to work accurately under supervision and to take direction from a number of stakeholders.
- Collaborative approach and enthusiasm for building working relationships across teams.
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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