Assistant Manager (Private Wealth)

Ocorian; England; On-site; GBP 38,000 - 52,000; Full time

Job summary

Ocorian is seeking a client-focused professional to join our Private Client team, managing administration for a portfolio of high-net-worth individuals and supporting their investment and philanthropic activities with an exceptional service standard.

You will build strong client relationships, take ownership of key responsibilities and collaborate with experienced colleagues in a supportive environment that offers learning, development and career progression.

Qualifications

• Educated to A level or degree standard.
• Ideally completed or willing to complete STEP, CGI or similar.
• Ideally minimum of 3 years’ experience in Trust and Company administration or a financial services environment.

Responsibilities

• Manage the administration and accounting requirements of a portfolio of high-net-worth clients and their associated structures.
• Build trusted relationships with clients and advisers, delivering a responsive, high-quality service and handling day-to-day requests.
• Ensure client matters are administered in line with regulatory requirements, internal policies and risk management standards.
• Coordinate client reviews, monitor key deadlines and maintain accurate records and documentation.
• Support and mentor junior team members while contributing to a collaborative and high-performing team environment.

Education

A level or degree

STEP or CGI qualification

3 years’ experience in Trust and Company administration

Job description

Job Description

Purpose of the Role

We are looking for an ambitious and client-focused professional to join our Private Client team. This is an exciting opportunity to work closely with a select portfolio of high-net-worth individuals, supporting their investment and philanthropic activities while delivering an exceptional level of personal service.

You’ll build strong client relationships, take ownership of key responsibilities and work alongside experienced colleagues in a collaborative environment that offers excellent opportunities for learning, development and career progression.

Main Responsibilities

• Manage the administration and accounting requirements of a portfolio of high-net-worth clients and their associated structures.
• Build trusted relationships with clients and advisers, delivering a responsive, high-quality service and handling day-to-day requests.
• Ensure client matters are administered in line with regulatory requirements, internal policies and risk management standards.
• Coordinate client reviews, monitor key deadlines and maintain accurate records and documentation.
• Support and mentor junior team members while contributing to a collaborative and high-performing team environment.

Qualifications

Knowledge, Skills and Experience

• Educated to A level or degree standard.
• Ideally the post holder will have already completed or be willing to complete a professional/relevant qualification such as STEP, CGI or similar
• Ideally a minimum of 3 years’ experience in Trust and Company administration or a financial services environment.

Additional Information

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 [e-mail].

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.