Administrator - Private Client Services

  • Job Reference: 1243
  • Date Posted: 29 May 2024
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

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.
Responsibilities Include: 
- 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 the fulfilment of responsibilities under the review procedures.