Administrator - Private Client

JTC Group; Saint Helier; Hybrid; GBP 25,000 - 36,000; Full time

Job summary

JTC Group in Jersey is seeking a Permanent Private Client Administrator to support administration for client portfolios within Private Client Services, under supervision. Key duties include liaising with intermediaries and clients, maintaining the central diary, preparing corporate documentation, assisting with billing and debt collection, and processing payments.

The role demands excellent organisation, strong written and spoken communication, ability to meet deadlines, and willingness to study

Qualifications

• Ability to work to deadlines and prioritise effectively.
• 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.
• Willing to commence study towards a relevant professional qualification.
• Competent in all Microsoft applications.

Responsibilities

• Liaise with intermediaries/clients as necessary and under the supervision of more senior team members.
• Check and maintain the central diary system to ensure that deadlines are met.
• Involvement in the review process from a trainee perspective to gain further exposure.
• Prepare necessary corporate documentation, assist with the billing and collection of debtors’ process.
• Prepare payments, letters, and settle bills on behalf of client entities.
• Perform various tasks such as photocopying, scanning and filing of documents.
• Assist various members of the administration team with routine administrative tasks.
• 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.
• Maintain 90% chargeable time.

Skills

Analytical skills

Written communication

Verbal communication

Interpersonal skills

Organisation

Attention to detail

MS Office

Study towards qualification

Tools

Microsoft Office

Job description

EMPLOYMENT TYPE: Permanent

DEPARTMENT: Private Client

DIVISION: Private Client Services

WORKPLACE STRUCTURE: Hybrid

Role Overview

PURPOSE OF JOB

The role holder will be required to assist in the 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

• Liaise with intermediaries/clients as necessary and under the supervision of more senior team members.
• Check and maintain the central diary system to ensure that deadlines are met.
• Involvement in the review process from a trainee perspective to gain further exposure.
• Prepare necessary corporate documentation, assist with the billing and collection of debtors’ process.
• Prepare payments, letters, and settle bills on behalf of client entities.
• Perform various tasks such as photocopying, scanning and filing of documents.
• Assist various members of the administration team with routine administrative tasks.
• 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.
• Maintain 90% chargeable time.
  
  

Essential Requirements

• Ability to work to deadlines and prioritize effectively.
• 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.
• Willing to commence study towards a relevant professional qualification.
• Competent in all Microsoft applications
  
  

OUR COMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.