Private Wealth Administrator & Governance Support

Ocorian; United Kingdom; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Ocorian is seeking a capable administrator to support trust and company structures for a diverse client portfolio. You will work alongside experienced colleagues to contribute to day-to-day operations, governance and regulatory compliance, while developing your knowledge of trust and corporate services.

A collaborative, client-focused environment awaits. You will gain exposure to governance, documentation, billing processes and system records, with opportunities to progress professionally within

Qualifications

• Educated to A-Level or degree standard, with a willingness to work towards a relevant professional qualification such as CGI or STEP.
• Strong IT skills and confidence using business systems and Microsoft Office applications.
• Good interpersonal and communication skills, with the ability to build positive working relationships with colleagues and clients.

Responsibilities

• Support the administration of client entities, helping to ensure activities are carried out in line with governing documents, statutory requirements and internal procedures.
• Assist with the preparation and maintenance of client documentation, including correspondence, meeting minutes, attendance notes and other corporate records.
• Coordinate routine administrative activities and support colleagues in delivering a high standard of service across a portfolio of trust and company structures.
• Maintain accurate records and update internal databases to ensure client information remains complete and current.
• Assist with billing administration and related processes, helping to ensure accurate and timely client invoicing.
• Build an understanding of local regulatory and compliance requirements and apply this knowledge to day-to-day activities.
• Monitor client matters, identify potential issues and elevate risks appropriately in line with Ocorian policies and procedures.
• Contribute to a collaborative team environment by supporting colleagues, sharing information and assisting with ad hoc projects and departmental initiatives.

Skills

Attention to detail

Strong IT skills

Interpersonal skills

Organised

Team player

Education

A-Level or degree

Tools

Microsoft Office

CRM systems

Job description

Ocorian is seeking a capable administrator to support trust and company structures for a diverse client portfolio. You will work alongside experienced colleagues to contribute to day-to-day operations, governance and regulatory compliance, while developing your knowledge of trust and corporate services.

A collaborative, client-focused environment awaits. You will gain exposure to governance, documentation, billing processes and system records, with opportunities to progress professionally within