Assistant Manager - Private Client

ROLE OVERVIEW

PURPOSE OF

JOB

The role holder will be

• required to administer a varied client portfolio, under the supervision of a Manager/Senior
• 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 and assist with the smooth running and
• management of the team.

MAIN

RESPONSIBILITIES AND DUTIES

• Administer, monitor and where required manage, a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
• Management of whole billing process for team, with a strong emphasis on recoverability, working in an efficient manner so as to minimise teams write-offs and maintain division’s KPIs.
• Review client structures, completing review process for clients’ entities, remaining 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, acting as a guide in this respect to more junior members of the team.
• Assist line manager with the preparation and review of reports for management meetings.
• Review legal and tax advice where appropriate and be able to interpret / implement relevant advice as required.
• Check, maintain and ensure accuracy of own and team’s central diary systems to ensure that all deadlines are recorded and subsequently met.
• Ensure a professional service is provided to clients and intermediaries.
• Supervise and assist with the management and training of junior members of the team, conducting appraisals and performance management reviews if requested/appropriate.
• Check, delegate and monitor the work of junior members of the team and where appropriate ensure team’s adherence to their contractual obligations.
• Where possible, promote the range of services the Group can provide to existing clients within the portfolio and identify new business opportunities.
• Ensure team members maintain accurate and up to date records of their respective clients on client desktop.
• Through effective administration, ensure existing clients are retained.
• 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 Group’s core values and guiding principles.
• Deputise in the absence of the line manager.
• Any other duties as deemed necessary by Management.

ESSENTIAL REQUIREMENTS

• Ability to work to deadlines and prioritize effectively.
• 5 years 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 STEP or ICSA.

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.