Corporate Trustee Administrator

3 weeks ago

Edinburgh, Edinburgh, United Kingdom JTC Group Full time
Corporate Trustee and Client Relationship Role

This position is part of the Corporate Trustee & Client Relationship Team and is based in Jersey.

The successful candidate will be responsible for the administration of a complex portfolio of high value, blue chip clients, covering the spectrum of the business unit's service lines in International Pension Plans, Savings Plans, QROPS, and EFRBS. The Administrator will act as a daily point of contact for these clients and will support the Client Relationship Manager in developing existing and potential relationships by delivering the efficient and timely administration of documents, instructions, and other associated paperwork.

Main Responsibilities:

  • Administer and monitor a varied 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, have an awareness of recoverability, and work in an efficient manner to minimize write-offs.
  • Review clients' structures, complete client reviews processes, and remain aware of risk exposure.
  • Respond to/investigate client queries.
  • Attend client meetings where appropriate.
  • Update fee proposals for existing clients.
  • Assist with client/member communications and presentations in relation to key events.
  • Liaise with intermediaries to ensure transactions are concluded with appropriate paperwork in place.
  • Maintain 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.
  • Ensure a professional service is provided to clients and intermediaries.
  • Maintain accurate and up-to-date records of client entities, ensuring all statutory obligations are complied with through effective administration, and ensure existing clients are retained.
  • Regularly monitor portfolio's debtor and WIP position.
  • Assist with the management and training of junior members of the team.
  • Assist with maintaining and updating team procedures and checklists in order to comply with JTC processes.
  • Perform ad-hoc project work.
  • Liaise with 3rd party administrators ensuring they comply with administration agreements and Service Level Agreements.
  • Adhere to Risk & Compliance procedures in relation to regulatory requirements and AML Legislation; adhere to JTC Core values and expected behaviours.
  • Perform any other duties as deemed necessary by Management.

Essential Requirements:

  • Educated to A-level standard or equivalent.
  • Excellent telephone skills.
  • Ability to work to tight deadlines and under pressure.
  • High level of accuracy and attention to detail.

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