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.
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.
- 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 guiding principles.
Essential Requirements
- Recently completed A’ Levels, Baccalaureate or BTEC studies and seeking a career in Finance.
- Ability to work to deadlines and prioritize effectively.
- Excellent attention to detail.
- Good analytical skills.
- Strong communication skills with an enthusiastic and helpful outlook.
- Reliable, dependable, trustworthy and confidential.
- Willing to commence study towards a relevant professional qualification.
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 Clients 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.
