ROLE OVERVIEW
The role reports to a Manager/ Senior Manager within a
team of people supporting the needs of the clients’ portfolios’.
PURPOSE OF JOB
The role holder will be required to administer a client portfolio, under the supervision of a Line Manager. They should be able to demonstrate a clear understanding of the client's portfolio, including risk awareness, relationship management and contractual and statutory obligations.
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.
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.