At a Glance
- Tasks: Administer client portfolios and ensure timely, effective client care.
- Company: Join a dynamic team at JTC, committed to inclusion and wellbeing.
- Benefits: Enjoy a hybrid work environment with opportunities for personal growth.
- Other info: Embrace a culture that values diverse perspectives and employee wellbeing.
- Why this job: Make a real impact while developing your skills in a supportive setting.
- Qualifications: Strong organisational skills and a positive, self-motivated attitude.
The predicted salary is between 25000 - 32000 £ per year.
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 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 client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
- Assist with the Completion of the review process for client entities and be aware of risk exposure, including the fulfilment of responsibilities under the review procedures.
- Check, maintain and ensure accuracy of the central diary system relevant to the client portfolio to ensure deadlines are recorded and subsequently achieved.
- Maintain accurate and up to date records of client entities (including desktop), ensuring all statutory obligations are complied with.
- Assist with the management of billing and cash collection / debtors process, have an awareness of recoverability and work in an efficient manner so as to minimise write-offs.
- 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, if applicable.
- Adhere to the JTC core values and guiding principles.
- Any other duties as deemed necessary by Management.
- Maintain 90% chargeable time.
Essential Requirements
- Ability to work to deadlines and prioritise effectively.
- 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.
- 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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Administrator - PCS employer: JTC Group
At JTC Group, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of Greater London. Our inclusive culture fosters collaboration and innovation, providing employees with ample opportunities for professional growth and development. With a strong focus on value creation, we empower our team members to make a meaningful impact while enjoying a supportive atmosphere that values their contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator - PCS
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JTC Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Administrator - PCS
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JTC Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JTC Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JTC Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JTC Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JTC Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JTC Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
