Administrator - Personal Portfolio Management Centre

Provides administrative support to the PPM Centre by processing transactions, preparing documentation, and maintaining accurate records. Assists with KYC verification, reconciliations, and team support to ensure smooth, efficient daily operations and high service standards.

SCOPE OF JOB: Ensures the implementation and performance of approved processes for the efficient, accurate, timely and effective execution of business activities undertaken by the Center. Supports the PPMs/Frontline on all in branch non-client facing transactions. Responsible for the daily reconciliation for all KYC transactions. The incumbent is also responsible for obtaining, reviewing and confirming the completeness of KYC information and the quality of the documentation gathered during the client on-boarding process and throughout the duration of the relationship with the Client. The incumbent may from time to time be assigned the direct responsibility for monitoring and managing small loan portfolios (delinquency etc.)

MAIN DUTIES & RESPONSIBILITIES:

• Provides support to the PPM Centre by processing Client transactions or preparing account/ transaction documentation as per their requests, in-keeping with the law and JMMB Client Care standards.
• Assists with the opening of new Client accounts, as required.
• Provides support, as required, in the management of the investment portfolio of PPM clients, in order to maximise their wealth, guided by an intimate knowledge of JMMB Group of Companies products and services, keen market alertness and other Financial Planning and Advisory best practices, as well as the law.
• Promotes and sells JMMB products/services to help to meet the Centre’s, Company’s and specified local subsidiaries’ goals for revenue and profit, through the provision of information, whether proactively or in response to enquiries from Clients or other visitors to the PPM Centre.
• Provides administrative support to all the Team Members in the PPM Centre, as required.
• Responsible for the storage, maintenance and retrieval of Centre’s database, particularly the hard and some soft copy files, as well as all equipment.
• Promotes the JMMB’s philosophy of the Vision of Love and its unique culture.
• Is engaged in the transformation process for the continuous improvement of JMMB and its associated companies.

GENERAL ADMIN

Performs End of Day Balancing Functions in keeping with JMMB’s policies and procedures

Prepares various tracking and performance reports for CBSS

Assists in the testing of systems and or other projects under development and make recommendations accordingly

Promotes the JMMB philosophy of the Vision of Love and its unique culture

Is engaged in the transformation process of the continuous improvement of JMMB and its associated companies

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EDUCATION, TRAINING & WORK EXPERIENCE REQUIRED:

• First Degree in Management, Finance, Economics or Marketing. Good quantitative and analytical skills.
• Licensed by the Financial Services Commission, or a suitable candidate for licensing.
• Knowledge of financial sector instruments, laws, regulations, ethics and professional jargon. Intimate knowledge of the local financial market operations, while exposure to international money markets would be a distinct asset.
• Excellent oral and written communication skills. Skilled in the use and interpretation of non-verbal communication. Knowledge of a major foreign language would be an asset.
• Knowledge and experience in the use of JMMB’s client processing systems, processes, procedures and standards
• High level of proficiency in the use of computers, including databases, scheduling software, word-processing, spreadsheets and presentation programmes.
• Minimum of two years’ work experience in a similar capacity (including the provision of financial advisory and/or investment services).

LIAISES WITH:                   External and Internal contacts absolutely essential for carrying out the duties of this position. (e.g. CONTACT –  Bank of Jamaica;  FREQUENCY  - daily/on-going;  REASON -  to confirm repurchases for JMMB;  HOW – via telephone).

WORKING CONDITIONS:           List both the positive and negative working conditions associated with this job

e.g. PHYSICAL  CONDITIONS - office environment, exposure to dust.

 SPECIAL CONDITIONS: frequent travel, being on 24-hour call, numerous critical deadlines.