Temporary Administration & Planning Senior Clerk

Company: Japanese financial institution

Positions: Temporary Administration & Planning Senior Clerk

Location: Central London

Salary: Depending on experience

Job Purpose

Provide comprehensive administrative support for customer-facing credit activities, including handling interest rate quotations for loans, deposits and savings accounts for bilateral clients. Support credit-related administrative processes such as Know Your Customer (KYC) procedures and credit application reviews.

Front Office Personal Assistant

Provide administrative and operational support to the Front Office, including expense management and logistical arrangements for business travel and entertainment for all members of the department.

Key Responsibilities - Credit Administration

• Receive and process verbal and written instructions from bilateral clients, acting on behalf of relevant departments in an accurate and timely manner.
• Work closely with the Loans Administration Department and the Global Markets Unit on a daily basis to communicate agreed loan disbursements and deposit transactions with clients.
• Monitor system-generated maturity reports for existing loan and deposit contracts; proactively liaise with clients for rollover or settlement instructions and coordinate transaction processing with internal stakeholders.
• Understand client cash flow requirements for cross-product settlements and ensure clear, accurate instructions are provided to back-office teams, including for netting arrangements.
• Prepare management information by developing and maintaining relationship management databases, ensuring accurate client contact details, historical quotation records, and analysis of potential transactions.
• Provide administrative support throughout the client interaction process for loans, foreign exchange transactions, deposits, fund transfers and other banking services.
• Coordinate KYC processes in collaboration with departments and Operational Planning, including collecting required documentation from relationship managers, agent banks and clients, and registering information in KYC systems for both new and existing customers.
• Review credit applications as a member of the CBCD review team and liaise with the Front Office to resolve queries or request amendments where necessary.
• Undertake additional duties as assigned by the General Managers or Head of Department.

Front Office Personal Assistant Duties

• Manage and support expense administration related to business travel and client entertainment for all members.
• Assist with organising business travel and entertainment arrangements, including bookings and preparation of internal approval documentation for the EMEA Division General Manager.
• Perform any other tasks as requested by the General Managers or Head of Department.