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Other Isle of Man, Isle of Man Full-time
Company 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 company management services to clients and colleagues and manage a smaller, varied portfolio of clients, whilst contributing to the success of the team. You will also record all time on the Company’s time recording system and comply with local policies and procedures.

Main Responsibilities

  • Administration of a portfolio of trusts, companies, and other entities to ensure activities fall within the guidelines of statutory documentation;
  • Observe tax status of entities to ensure timely completion of tax returns and the payment of any notified tax liability;
  • Deal with incoming correspondence expeditiously;
  • When required, prepare detailed minutes and other meeting documents or clear communications with the Technical Delivery Team for preparation of standard minutes, where required;
  • Take responsibility for being the immediate point of contact in client relationships;
  • Oversee the maintenance of the accounting records and preparation of the financial statements, where this forms part of a service provided by Ocorian through effective communication with the Client Accounts Team;
  • Manage the billing process, reviewing billing summaries and draft invoices at established frequencies to review and discussing these with Manager prior to processing;
  • Ensure client management database records are input on formation and updated when circumstances change;
  • Monitor the aged debt position of matter under administration and liaising with Credit Control Team to ensure tight control is maintained over the value and length of aged debts;
  • Ensuring periodic review of client matters is undertaken in accordance with local requirements for statutory compliance;
  • Mentor and support training of more junior members of staff with supervision and guidance from Client Care Manager;
  • During relevant absence periods, keeping Client Care Manager and team fully briefed of any anticipated client matters that may arise during the period of absence to ensure seamless service provided to clients. In the event of absence of colleagues, undertaking any administrative tasks to ensure clients needs are met within required timelines;
  • Awareness of local regulatory requirements and ensuring escalation to manager, as needed; and
  • Such other duties as may be required to assist the Client Care Manager from time to time and contribution to the overall success of the team.


Qualifications Required
  • Experience in the CSP or similar industry would be preferred
  • Well versed in Microsoft Office package
  • Ideally have completed or be working towards a professional/relevant qualification to Certificate Level (e.g. ICSA/STEP).
  • Good positive learning attitude and team player
  • Proactive, meticulous and able to work independently in a fast-paced environment
  • Ability to prioritize and meet deadlines
  • Able to multi-task and work with deadlines
  • Strong problem-solving skills
  • Excellent communication skills, an eye for detail and a commitment to quality
  • Proven experience of relationship building and interpersonal skills
  • An enthusiasm to learn new skills and put these into practice
  • Taking ownership and accountability
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.