Senior Administrator – Private Client

ROLE OVERVIEW

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

• 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.