Administrator – Private Client

ROLE OVERVIEW

PURPOSE OF JOB

JTC is seeking an Administrator to support the Client Services team to ensure that all client matters, in relation to the review, preparation of documentation for approval of new business and the formation of structures for new business, are dealt with promptly and any issues are referred to line management immediately. 

MAIN RESPONSIBILITIES AND DUTIES

• Preparation of relevant internal approval documentation, co-ordinate and present directly to the Business Acceptance Meeting.
• Ensure consistency and clarity of the on-boarding files and approval documentation to maximise the effectiveness of relevant senior management resource.
• Ensure formation of structures, databases are up to date and orderly staged transition to relevant administration team as appropriate.
• Preparation of entity files in a timely manner once the new business has been approved.
• Prepare incorporation and application documents of companies and Foundation structures for filing with the appropriate jurisdiction. Liaise with the relevant jurisdiction on any queries raised in relation to the application documents.
• Be aware of and play an active role in the achievement of “New Business” targets.
• Liaise with Directors and other members of the Global PCS Business Development team as a matter of routine.
• The ability to work under pressure and manage strict deadlines is essential as is the need to adapt to new systems and processes quickly.
• Support junior members of team as and when needed.
• Assist with ad-hoc projects as required by wider team Adhere to JTC core values and expected behaviours.

ESSENTIAL REQUIREMENTS

• Excellent planning and organisation skills with a flexible approach to work.
• Ability to review and resolve issues.
• Ability to self-motivate and work pro-actively with the rest of the team to achieve excellent client service.
• A positive “can do” attitude and a good team player.
• Good keyboard skills to include MS Excel and ability to learn systems used within the business (Essential).
• Good interpersonal skills / Team player.
• High level of accuracy and excellent attention to detail.
• Works well under pressure.
• Strong problem-solving abilities.