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Administrator - Trustee & Client Relationship

JTC Group Mitcham, United Kingdom
Posted 10 hours ago Permanent Competitive

Administrator - Trustee & Client Relationship

JTC Group Mitcham, United Kingdom
Administrator - Trustee & Client Relationship

EMPLOYMENT TYPE: Permanent




DEPARTMENT: Employer Soltions




DIVISION: Instittional Client Services




WORKPLACE STRCTRE: Hybrid




ROLE OVERVIEW




PRPOSE OFJOB



The team is responsible for the administration of Corporate Trststrctres, inclding International Pension Plans, Employee Benefit Trsts,Share Plans and Deferred Compensation Plans. The role spports the delivery ofefficient, accrate and timely administration services across thesearrangements.



The post holder will be responsible for processing periodic trstreviews, AML and risk-based reviews, preparing trstee mintes, arranginginvestment switches, processing payments, spporting share plan transactionsand assisting with the review of acconts and approved fnd ranges. All workmst be completed in line with internal procedres, reglatory reqirements andagreed service standards.



This is a client-facing role that spports the servicing of clients andmembers by preparing work for review by the Client Service Manager, maintainingaccrate records and liaising with internal and external stakeholders. The rolereqires strong organisational skills, attention to detail and the ability tomanage deadlines effectively.




MAINRESPONSIBILITIES AND DTIES


  • Preparing Mintes to formalise Trstee decisions.

  • Assisting with receipt of reglar Trst contribtions.

  • Arranging invoice settlement.

  • Arranging investment switches.

  • AML and risk reviews for new and crrent bsiness.

  • Approved fnd range review.

  • Assisting with Trstee review of acconts.

  • Collaboration with internal teams to service clients.

  • External commnication with members and clients.

  • Spporting and mentoring new team members when reqired.

  • Redcing risk of error by following set procedres.

  • Ensring carefl consideration is given to all commnications made externally - standard JTC format to be applied.

  • Ensring all work is completed in a timely manner and is accrate.

  • Taking part in ad-hoc project work and new client take on - any project deadline will need to be met along with daily workloads.

  • Adhere to Risk & Associate Compliance procedres in relation to reglatory reqirements and AML legislation.

  • Adhere to JTC core vales and expected behaviors.

  • Any other dties as deemed necessary by Management.



  • ESSENTIAL REQIREMENTS


  • Edcated to A-level standard or eqivalent.

  • Excellent telephone skills.

  • Ability to work to tight deadlines and nder pressre.

  • High level of accracy and attention to details.

  • Administration experience desirable.



  • OR COMMITMENT TO INCLSION & WELLBEING



    JTC is committed to fostering a healthy, inclsive organisation where all individals feel welcome and feel able to participate in the workplace flly. We vale different perspectives, backgronds and lived experiences. This incldes spporting employee wellbeing so that people feel eqipped to thrive.



    #LI-CC1

    Job ID  req2956
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