Administrator - Private Client

Updated: March 06, 2024 09:54 PM GMT

Full time Job in St Helier

JTC Group

Saint-Helier, Jersey

EMPLOYMENT TYPE: Permanent

DEPARTMENT: Private Client

DIVISION: Private Client Services

WORKPLACE STRUCTURE: Hybrid

Role Overview

The role reports into the Assistant Manager within the department and is based in local jurisdiction.

PURPOSE OF JOB

The role holder will be required to administer a client portfolio, under the supervision of a Senior Administrator / Assistant Manager or given 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.
• Manage own billing and cash collection / debtors process and minimize write-offs where possible.
• Complete the review process for client entities and be aware of risk exposure, including... More Detail