Senior Associate - Private Clients (12-month Maternity Cover)

Purpose of the job 

The role is to provide maternity cover for a twelve-month period providing professional trust and company administration services to a varied portfolio of clients in the Private Client Department ensuring compliance with Ocorian Policies and Procedures to ensure smooth operation of the department and the provision of professional and high-quality service to clients and their advisers.

Main responsibilities to include:

• To assist with the administration of a portfolio of trusts and corporate structures for a multinational HNW base of individuals, corporates and family offices.
• To prepare detailed attendance notes of any telephone communication and ensure they are retained on client files and circulated to relevant team members.
• Preparation of minutes and other meeting documents ensuring all necessary information is supplied to the boards to assist with any decision making.
• To assist with the internal billing process including reviewing billing summaries and draft invoices where appropriate, at established frequencies and to discuss these with the Manager/Director prior to processing.  Ensure fees are collected on a timely basis.
• To ensure that database records are input on formation/establishment (including any statutory registers or other records) and updated when circumstances change.
• When necessary, assist with establishment of new structures including dealing with all aspects of trust and/or company formations including involvement in the client acceptance process in line with Ocorian’s procedures.
• Work collaboratively with the business to complete compliance reviews, gathering and updating due diligence and assisting with the preparation of periodic reviews.
• To ensure that during periods of leave from the office, the relevant manager and colleagues are informed and fully briefed of any anticipated client related matters which may arise during the period of leave.
• To maintain an awareness and understanding of local Regulatory requirements.
• Escalate any issues/risks arising promptly to the relevant personnel where appropriate.
• Being aware of risk exposure and ensuring Risk/Review procedures are followed at all times, being aware of the need for professional advice and have a good understanding of local Regulatory matters. Escalating any issues/risks arising promptly to other members of the Management team including Directors where appropriate.

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• Educated to A level or degree standard (or equivalent)
• Ideally the post holder will have completed a professional/relevant qualification to Diploma Level (e.g. STEP).

Knowledge/skills/experience

• Ideally a minimum of 5 years' experience in Trust and Company Administration and/or in a financial services environment.
• A comprehensive understanding and technical knowledge of Trust Administration, Guernsey Company Law and the tax implications of various structures.
• Knowledge of Guernsey’s regulatory environment.
• Knowledge of Viewpoint would be an advantage but not essential.
• Proficient in Microsoft applications.

Competencies

• Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels.
• Flexibility, energy and enthusiasm.
• Ability to remain calm under pressure and meet deadlines.
• A solution driven attitude to problems.
• Good organisational skills and the ability to work accurately.

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.