Senior Associate | Private Client (12-month Maternity Cover)

Purpose of the Job

You shall be responsible for the accurate and efficient administration of a varied portfolio of entities, including asset leasing companies, holding companies and various trust structures. You shall ensure any corporate risk is minimised and all structures remain compliant with Ocorian's established policies and procedures and relevant legislation. Where required, provide leadership and direction to other fee earners and administrative staff within Ocorian and any such other activities as may be reasonably required by the role.

Main Responsibilities

• Delivering exceptional services within agreed service levels and budgets
• Displays a methodical approach to complex administration and manages the high volume client workload
• Setting up and maintaining accurate and complete records for client entities
• Assisting management with the general administration of client entity processes
• Attending to Ocorian client's day to day needs in a timely, professional manner and maintaining knowledge and control over assets and activities of entities administered by Ocorian
• Ensuring correct filings of statutory forms
• Assisting with the conduct of entity reviews on an ongoing basis and actively follow up on any outstanding action points identified, ensuring the understanding of the entity is consistent with its risk rating
• The review of all appropriate bank statements
• Monitoring the administration files, receipt of instructions from and communicate with the client
• Ensuring compliance with all Ocorian's policies and procedures and all relevant legislation
• Assisting the Manager in the supervision of any Administrators, as required
• Assist with training and developing subordinate staff, as required
• Billing and the collection of receivables
• Completes all internal compliance documentation and other record keeping systems as may be required within the delegation of authority
• Monitor and reduce exposure to risk
• Assist with the development of client relationships (internal and external)
• Liaising with all interacting intermediaries including corporate administrators, bankers, protectors, investment advisors, settlors and beneficiaries etc.
• Assists with promoting the reputation of the business within the group and introducers

#LI-JM1
#LI-Hybrid

 

• Holds or is prepared to work towards a professional qualification (e.g. ACCA, ICSA, STEP)
• Broad knowledge of trust and administration and company administration. Some accounting and investment knowledge would be preferable. 
• Have sound teambuilding and organisational skills
• Strong IT skills
• Demonstrates the ability to deal effectively and courteously with clients and colleagues and exercises discretion and confidentiality at all times
• Highly organised team player who is a self-starter, enthusiastic, flexible and dedicated
• Excellent verbal and written communication skills

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.