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 administera client portfolio, under the supervision of a Line Manager. They should beable to demonstrate a clear understanding of the client's portfolio, includingrisk awareness, relationship management and contractual and statutoryobligations.

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.
• Complete the review process for client entities and be aware of risk exposure, including the fulfilment of responsibilities under the review procedures.
• Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required.
• 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.
• Manage own billing and cash collection / debtors process and minimise write-offs where possible.
• Assist with the management and training of junior 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 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.
• 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 studying towards a relevant professional qualification.

OUR COMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusiveorganisation where all individuals feel welcome and feel able to participate inthe workplace fully. We value different perspectives, backgrounds and livedexperiences. This includes supporting employee wellbeing so that people feelequipped to thrive.

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