Associate (Private Client)

Ocorian Group; United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

Ocorian Group is looking for a professional to provide trust and company administration services for a diverse client portfolio. The role includes overseeing compliance with regulations, managing client relationships, and ensuring quality service delivery.

Candidates should have a minimum of two years of relevant experience, strong technical knowledge of company laws, and good interpersonal skills. Ocorian fosters a culture of support and growth, offering a dynamic working environment.

Qualifications

• Minimum of two years trust and company administration experience.
• Good technical knowledge of local company and trust laws.
• Flexibility, energy, and enthusiasm.

Responsibilities

• Administer a portfolio of trusts and companies in compliance with statutory requirements.
• Ensure timely completion of tax returns and payment of liabilities.
• Prepare minutes and other meeting documents as required.
• Maintain accounting records and prepare annual accounts.
• Monitor the aged debt position and liaise with finance management.

Skills

Trust administration experience

Interpersonal skills

Organizational skills

Problem-solving attitude

Knowledge of company laws

Education

A level or degree standard

Professional qualification to Certificate Level (e.g. CGI/STEP)

Job description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

To provide professional trust and company administration services to a varied portfolio of clients in the Private Client Department, compliance at all times with the Policies and Procedures of Ocorian to assist with the smooth operation of the department. The provision of professional and high-quality service to clients.

Main Responsibilities

• To administer, with the support of a manager/assistant manager a portfolio of trusts, companies and/or other entities to ensure all activities align with statutory requirements and governing documents.
• To ensure the tax status of entities is observed with the timely completion of tax returns and the payment of any notified tax liability.
• To deal with incoming correspondence expeditiously. Reference should be made to the relevant manager/assistant manager if the demands of the correspondence exceed capabilities.
• To prepare detailed attendance notes of any telephone communication and ensure it is retained on client files and circulated to relevant staff members.
• When required, prepare minutes and other meeting documents.
• To work with your manager towards taking responsibility for being the immediate point of contact in client relationships.
• With the support of your manager, to oversee the maintenance of the accounting records and preparation of annual accounts where this forms part of the services provided by Ocorian, through effective liaison with the Client Accounting Solutions team.
• Timely attention to the billing process, reviewing billing summaries and draft invoices where appropriate, at established frequencies and to discuss these with the Manager/Director prior to processing.
• To ensure that database records are input on formation/establishment (including any statutory registers or other records) and updated when circumstances change.
• To monitor the aged debt position of matters under administration and to liaise with the Finance Department and Directors to ensure that control is maintained in managing the value and length of aged debts.
• To ensure that periodic reviews of clients' matters are undertaken in accordance with the timetable set by the business.
• 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.
• Carry out any reasonable function/activity required by the Manager, Management team or Directors from time to time.
• Escalate any issues/risks arising promptly to the Manager or Directors where appropriate referring to the Ocorian policies and procedures for guidance.

Qualifications

• Educated to A level or degree standard.
• Ideally working towards or completed a professional/relevant qualification to Certificate Level (e.g. CGI/STEP).

Knowledge/skills/experience

• A minimum of two years trust and company administration experience or a financial services environment.
• The post requires good technical knowledge with an understanding of local company and trust laws and regulations.
• Good interpersonal skills are required to develop close working relationships with colleagues and clients.
• Flexibility, energy and enthusiasm.
• A solution driven attitude to problems.
• Good organisational skills and the ability to work methodically and accurately.
• Team spirit.

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.