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Administrator - Corporate and Institutional

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Administrator - Corporate and Institutional

PURPOSE OF THE JOB:
To provide professional trust and company administration services to a varied portfolio of Employee Benefits Trusts (EBTs). In
addition provide administrative support for the day to day share registration work undertaken within the EBT team and at all times
to comply with the Policies and Procedures of Ocorian Limited.

MAIN RESPONSIBILITIES:

  • To administer a portfolio of Employee Benefit Trusts including more complex, demanding and/or high risk cases and ensure all activities fall within the guidelines/stipulations of the statutory or 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 supervisor if the demands of the correspondence exceed capabilities.
  • To prepare detailed attendance notes of any telephone communication and circulate to relevant members of staff.
  • When required, to prepare minutes and other meeting documents.
  • To take responsibility for being the immediate point of contact in client relationships.
  • To oversee the maintenance of the accounting records and preparation of annual accounts where this forms part of the services provided by Ocorian Limited, where appropriate, through effective liaison with the Client Accounting Solutions team.
  • To manage the billing process, reviewing billing summaries and draft invoices where appropriate, at established frequencies and to discuss these with the Manager/Director 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 Accounts Department and Directors to ensure that a tight control is maintained over the value and length of aged debts.
  • To ensure that periodic reviews of client's matters are undertaken in accordance with the timetable set by the Director.
  • To provide administrative support for the share registration team ensuring that all work is processed correctly and in accordance with the agreed service levels.
  • To ensure that during periods of absence 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 absence. In the event that colleagues are absent from the office to undertake administration of matters allocated to colleagues as required, to ensure the needs of the client are met.
  • To ensure an awareness and understanding of local/Regulatory requirements.
  • Carry out any function/activity required by the Manager, Management team or Directors from time to time.
  • Escalating any issues/risks arising promptly to the manager or Directors where appropriate.

QUALIFICATIONS:

  • Educated to A level or degree standard.
  • A minimum of three years EBT experience.
  • Ideally have completed a professional/relevant qualification to Certificate Level (e.g. ICSA/STEP).

KNOWLEDGE/SKILLS/EXPERIENCE:

  • Strong IT skills
  • A comprehensive understanding and technical knowledge of EBTs and share plan administration.

COMPETENCIES:

  • 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.

THE POST HOLDER WILL BE EXPECTED TO:

  • Embrace Ocorian's core values of:

Opportunity
Client Focused
Ownership
Reliable
Intellect
Accomplished
Nimble