Assistant Administrator - Private Client

Assistant Administrator - Private Client

Full-Time 40000 - 50000 £ / year (est.) Home office (partial)
JTC Group

At a Glance

  • Tasks: Assist in administration duties for a diverse client portfolio and support senior team members.
  • Company: Join a forward-thinking company committed to inclusion and employee wellbeing.
  • Benefits: Enjoy a hybrid work environment, competitive salary, and opportunities for personal growth.
  • Other info: Dynamic role with excellent career progression and a focus on employee wellbeing.
  • Why this job: Gain valuable experience in a supportive team while making a real impact on client services.
  • Qualifications: A Levels or equivalent, strong communication skills, and attention to detail.

The predicted salary is between 40000 - 50000 £ 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 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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Assistant Administrator - Private Client 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.

JTC Group

Contact Details:

JTC Group Recruitment Team

We think you need these skills to ace Assistant Administrator - Private Client

Administration Skills
Communication Skills
Attention to Detail
Analytical Skills
Time Management
Prioritisation Skills
Confidentiality