EMPLOYMENT TYPE: Permanent




DEPARTMENT: Private Client




DIVISION: Private Client Services




WORKPLACE STRCTRE: Hybrid




ROLE OVERVIEW




PRPOSE OF JOB



The role holder will be reqired to administera client portfolio, nder the spervision of a Line Manager. They shold beable to demonstrate a clear nderstanding of the client's portfolio, incldingrisk awareness, relationship management and contractal and stattoryobligations.




MAIN RESPONSIBILITIES AND DTIES

Administer and monitor a client portfolio within the timescales set and agreed, investigating and sggesting enhancements where necessary, ensring timely and effective client care.

Complete the review process for client entities and be aware of risk exposre, inclding the flfilment of responsibilities nder the review procedres.

Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as reqired.

Check, maintain and ensre accracy of the central diary system relevant to the client portfolio to ensre deadlines are recorded and sbseqently achieved.

Maintain accrate and p to date records of client entities (inclding desktop), ensring all stattory obligations are complied with.

Manage own billing and cash collection / debtors process and minimise write-offs where possible.

Assist with the management and training of jnior members of the team.

Manage own 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 procedres in relation to reglatory reqirements and AML legislation.

Adhere to CPD reqirements in accordance with qalification level in-hose procedres, if applicable.

Adhere to the JTC core vales and giding principles.

Any other dties as deemed necessary by Management.

Maintain 9% chargeable time.

ESSENTIAL REQIREMENTS

Ability to work to deadlines and prioritize effectively.

Extensive administration experience.

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.

Competent in all Microsoft applications.

Hold or be stdying towards a relevant professional qalification.

OR COMMITMENT TO INCLSION & WELLBEING



JTC is committed to fostering a healthy, inclsiveorganisation where all individals feel welcome and feel able to participate inthe workplace flly. We vale different perspectives, backgronds and livedexperiences. This incldes spporting employee wellbeing so that people feeleqipped to thrive.



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