Job Description

ROLE OVERVIEW



PURPOSE OF JOB



The role holder will be required to perform administration, transactions and related work in the Tailored Services Team. They will be required to manage varied client work, under the supervision of a line Manager. They will provide support to the Management Team and Trustees, and will be responsible for assisting the Relationship Managers, potentially covering the spectrum of the divisions' service lines.



MAIN RESPONSIBILITIES AND DUTIES


Ensure tasks are completed and all action taken within the deadlines set and in a timely manner, and that relevant decision making is documented/obtained, sourcing legal and tax advice where appropriate. Ensure a recommendation has been received from the client or investment advisor where appropriate. Preparation of non-standard and complex transactions for the division from review of the recommendation through to execution of the transaction. Transaction types include equity, hedge fund, and private company investments and also includes transactions across managed portfolios. Completion of transactional documents in line with guidelines, which should be maintained and enhanced on a regular basis or as appropriate. Support with Board Meetings and the preparation of board packs, including maintaining quarterly KYC packs. Assist in maintaining and building relationships with, Clients, Advisors, participants, JTC colleagues as required. Liaising with intermediaries to ensure transactions are concluded with appropriate paperwork in place. Assisting with client and participant queries. Build required knowledge of plan structures. 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. Maintain accurate and up to date records of client entities, ensuring all statutory obligations are complied with. Regularly review and update the client Governance matrix and any project work logs. Ensue documents are recorded on VP and other systems as appropriate. Point of contact for transactions for clients, participants, JTC colleagues and company Directors, as required. Strong communication skills (written and oral). Thorough and effective administration, ensure existing clients are retained. Adhere to CPD requirements in accordance with qualification level and in-house procedures. Any other duties as deemed necessary by Management, including timesheet management.
ESSENTIAL REQUIREMENTS


Excellent communication skills (both written and oral). High attention to detail. Completer finisher. Ability to work to tight deadlines. Hold or willing to study towards a professional qualification (ACCA/ICSA/STEP). Administration experience desirable.

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.