EMPLOYMENT TYPE: Permanent




DEPARTMENT: New Bsiness Team




DIVISION: Private Client Services




WORKPLACE STRCTRE: Hybrid




ROLE OVERVIEW .




PRPOSE OF JOB



The prposeof the role is primarily to ensre the efficient and effective on-boarding andformation of strctres for new and existing clients that have been approved atBsiness Acceptance Meetings. The primary focs of the role relates to privateclients.



The postholder will have responsibility of liaising with the Sales and Service teams toensre that all client matters, in relation to the review, preparation ofdocmentation for approval of new bsiness and the formation of strctres fornew bsiness, are dealt with promptly and any isses are referred to linemanagement immediately.



Toproactively provide administrative spport to JTC's New Bsiness team, SalesOffices and Service Offices. By maintaining close working relationships withcolleages, the job holder will ensre JTC's standards, cltre, and policy& procedres are maintained.



The postholder will be expected to assist with the development of JTC's bsiness bydelivering excellent co-ordination skills and developing long-term profitablerelationships with intermediaries.




MAIN RESPONSIBILITIES AND DTIES

Working within the reglatory framework as specified by JFSC and other relevant jrisdictions, to ensre that governance oversight and compliance protocols within the Grop are appropriately applied to the formation of new bsiness strctres.

Maintain a high level of technical competence and market awareness in order to maximise the effectiveness, efficiency and client satisfaction dring the on-boarding experience.

Provide first class administrative spport to the New Bsiness Team and the Sales and Service teams.

Preparation of relevant internal approval docmentation, co-ordinate and present directly to the Bsiness Acceptance Meeting. Ensre consistency and clarity of the on-boarding files and approval docmentation in order to maximise the effectiveness of relevant senior management resorce.

Ensre implementation of strctres, databases are p to date and orderly staged transition to relevant administration team as appropriate.

Be aware of and play an active role in the achievement of "New Bsiness" targets.

Liaise with Directors and other members of the Global Bsiness Development team as a matter of rotine.

Seek advice when faced with difficlt isses/problems.

To behave at all times in a professional manner in the best interests of JTC.

Spport jnior members of team as and when needed.

The ability to work nder pressre and manage strict deadlines is essential as is the need to adapt to new systems and processes qickly.

Adhere to Risk & Associate Compliance procedres in relation to reglatory reqirements and AML/CFT legislation.

Adhere to JTC core vales and expected behaviors.

Any other dties as deemed necessary by Management.

ESSENTIAL REQIREMENTS

Excellent nderstanding of trstee and company risks and responsibilities.

Excellent nderstanding of the AML/TF risks associated to onboarding of new clients.

Solid nderstanding of risk, relationship management, contractal and stattory obligations.

A good nderstanding of varios jrisdictional reqirements.

Ability to investigate and respond to qeries.

Excellent time management skills with ability to work to tight deadlines and nder pressre.

Ability to organise and management mltiple priorities sing own initiative.

Proven track record in the management of a team.

Passion for delivering exception client service.

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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