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 necessary corporate documentation, assist with the billing and collection of debtors’ process.
- Prepare payments, letters, and settle bills on behalf of client entities.
- Perform various tasks such as photocopying, scanning and filing of documents.
- Assist various members of the administration team 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, 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 prioritize 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.
- Willing to commence study towards a relevant professional qualification.
- Competent in all Microsoft applications
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 - Private Client employer: JTC Group
JTC is an exceptional employer, offering a dynamic work environment that thrives on innovation and collaboration in the heart of the financial services sector. With a strong commitment to employee growth, JTC provides ample opportunities for professional development and upskilling in cutting-edge AI technologies, all while fostering a culture of inclusivity and well-being. Located in a vibrant area, employees benefit from a supportive community and the chance to make a meaningful impact through their work.
