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Administrator - Personal Portfolio Management Centre

Kingston and St. Andrew
Not disclosed
Temporary full-time
Updated 27/03/2026

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

_____________________________________________________________________________________________________________________________________________________

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).

EXTERNALLY

FREQUENCY & HOW

REASON

Banks or other financial institutions

Daily. Via telephone, in writing.

Support Client transactions at other institutions (e.g. verification of cheques issued by JMMB, release of liens, verification of deposits).

Clients

Daily. In Person, via telephone.

Accept information or requests and give service; respond to queries; general Client care delivery.

INTERNALLY	FREQUENCY & HOW	REASON
PPM Centre BOM/Manager	Daily. In person, via telephone, in writing.	To escalate issues; to get authorisation for using maximum rates; signature for documents.
Other PPM Centre Team Members	Daily. In person, via telephone, in writing.	To facilitate or expedite Client transaction requests.
Branch Operations Manager or Branch Manager	Daily. In person, via telephone, in writing.	To escalate issues; to get authorisation for using exceptional rates; signature for documents.
Branch Team Members	Daily. In person via telephone, in writing	To gain intimate knowledge of clients being managed on Branch’s behalf.
Executive /Senior and other Team Leaders	Daily. Via telephone, in writing.	To schedule meetings with Clients. To request and confirm participation in PPM Centre functions.
FACT Dept	As needed. Via telephone, in writing.	To follow-up on queries on client
Traders in Trading Dept.	Daily. In writing, via telephone.	To facilitate or expedite Client transaction requests (e.g. breaking accounts, changing tenure, debenture applications, rates).
Settlement Dept – Couriers	As needed. Via telephone, in person.	To dispatch documents/packages.
FPC or FLGC Administrator	Daily, in writing, via telephone	To confirm, seek clarification on FPS FPC consultations & allocations
Marketing Department	Daily, in writing, via telephone	To co-ordinate client-care events, gifts & mailings
Risk & Research	Daily, in writing, via telephone	To assist clients with information and relevant product developments
JMMB SL	Ditto	To assist Clients with information and help with transaction requests (e.g., equity enquiries).
JMMBIB	Ditto	To assist Clients with information and help with transaction requests (e.g., insurance enquiries).
CMMB	As needed	To assist Clients with information and help with transaction requests (e.g., Caribbean investment enquiries,).
Bears Stern or other international investment houses	As needed	To assist Clients with information and help with transaction requests (e.g. International investment enquiries,).

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.

PHYSICAL	FREQUENCY	% OF TIME
Normal office environment.	Daily	85%
Extended office hours	Occasionally	12%
On the road	Ad hoc	10%

SPECIAL

FREQUENCY

% OF TIME

Face irate or other types of Clients for whom it is very difficult to provide an explanation.

Daily

Highly stressful. Constant alert

Daily

40%

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Which of the following best describes your experience providing administrative support in a financial or banking environment?

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What level of experience do you have handling KYC or client onboarding documentation?

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Have you been responsible for reconciliation or ensuring accuracy of financial transactions or records?

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Which best describes your experience supporting a team in an administrative or operations environment?

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