Student Work Placement – Private Client Services

ROLE OVERVIEW

PURPOSE OF JOB

The student will assist with 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

• Gain an understanding of how JTC works as a business and adds value to clients.
• Shadow the placement Senior Administrator / Assistant Manager which will enable exposure to a range of administration duties that are required for successful delivery of client administration.
• Learn and get exposure to a range of simple processes that are required to be completed across the team.
• Fulfilling tasks set out by supervisors including conducting research, analysis, updating spreadsheets, attending meetings and other administrative duties.
• Perform various tasks such as photocopying, scanning, filing and binding of documents.
• Liaise with intermediaries/clients as necessary and under the supervision of more senior team members.
• Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation.
• Adhere to the JTC core values and expected behaviours.
• Any other duties as deemed necessary by Management.

ESSENTIAL REQUIREMENTS

• Recently completed A’ Levels or BTEC studies and seeking a career in Finance.
• Available to work over a 6–8-week period during the Summer Vacation.
• For those intending to study at University, demonstrate an interest in returning for further periods of work during holiday periods.
• Excellent attention to detail.
• Good analytical skills.
• Strong communication skills with an enthusiastic and helpful outlook.