JTC Group
Senior Administrator - Private Client
JTC Group, Trenton, New Jersey, United States,
ROLE 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 client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
Complete the review process for client entities and be aware of risk exposure, including the fulfilment of responsibilities under the review procedures.
Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required.
Check, maintain and ensure accuracy of the central diary system relevant to the client portfolio to ensure deadlines are recorded and subsequently achieved.
Maintain accurate and up to date records of client entities (including desktop), ensuring all statutory obligations are complied with.
Manage own billing and cash collection / debtors process and minimise write-offs where possible.
Assist with the management and training of junior members of the team.
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.
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.
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.
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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 client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
Complete the review process for client entities and be aware of risk exposure, including the fulfilment of responsibilities under the review procedures.
Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required.
Check, maintain and ensure accuracy of the central diary system relevant to the client portfolio to ensure deadlines are recorded and subsequently achieved.
Maintain accurate and up to date records of client entities (including desktop), ensuring all statutory obligations are complied with.
Manage own billing and cash collection / debtors process and minimise write-offs where possible.
Assist with the management and training of junior members of the team.
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.
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.
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.
#J-18808-Ljbffr