About the role:
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.
Key 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 so as to minimise write-offs.
• Review client structures, complete review processes for client entities, remain aware of risk exposure, including the fulfilment of responsibilities under the review procedures.
Skill and experience:
• Candidates will hold a minimum of two years’ experience in a similar role, preferably (although not essential) with experience of Fund structures within Jersey.
• A good understanding of risk awareness, relationship management, contractual and statutory regulations is required.
• Competence in written and verbal communication with high level accuracy is required.