ROLE OVERVIEW
The role reports into the Assistant Manager within the department.
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
- Administer and monitor a client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
- 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 necessary corporate documentation, assist with the billing and collection of debtors’ process.
- Prepare payments, letters, and settle bills on behalf of client entities.
- Perform various tasks such as photocopying, scanning and filing of documents.
- Assist various members of the administration team 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, if applicable.
- Adhere to the JTC core values and guiding
principles.
- Any other duties as deemed necessary.
ESSENTIAL REQUIREMENTS
- Excellent planning and organisation skills with a flexible approach to work.
- Ability to work to deadlines and prioritize effectively.
- 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.
- Willing to commence study towards a relevant professional qualification.
- Competent in all Microsoft applications.
- Hold or have recently completed A’ Levels, Baccalaureate or BTEC studies and seeking a career in Finance.