Assistant Manager - Private Client

ROLE OVERVIEW 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.

* Maintain 90% chargeable time.

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.