ROLE OVERVIEW
TEAM 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 varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care
- 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
- Review client structures, complete review processes for client entities, remain aware of risk exposure, including the fulfilment of responsibilities under the review procedures
- Awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours
- Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required
- Ensure a professional service is provided to clients and intermediaries
- Maintain accurate and up to date records of client entities, ensuring all statutory obligations are complied with
- Through effective administration, ensure existing clients are retained
- Assist with the management and training of junior members of the team
- Check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met
- Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation;
- Adhere to CPD requirements in accordance with qualification level and in-house procedures;
- Adhere to the JTC core values and expected behaviours;
- Any other duties as deemed necessary by Management
ESSENTIAL REQUIREMENTS
- Excellent communication skills (both written and oral)
- High attention to detail
- Completer / finisher
- Ability to work to tight deadlines
- Preferred but not essential – Professional qualification (ACCA/ICSA/STEP)