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<span>Administrator – EBT</span>

Administrator – EBT

Other Saint Helier, Jersey 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 manage the day-to-day administration of a varied portfolio of Employee Benefit Trust structures and to maintain and develop a wide knowledge and understanding of employee share plan administration generally, to include anti-money laundering, compliance and relevant legislation.  

Main Responsibilities 

  • To deal with day-to-day administration tasks associated with a portfolio of clients and to assist other team members clients where required 

  • To increase understanding of the mechanics of trust and share plan administration, and the main identifying features of Employee Benefit Trust work. To develop understanding of more complex money laundering and regulatory issues 

  • To ensure workload is completed to a standard acceptable to the Senior Client Manager, and within agreed timescales. To achieve objectives set both by senior members of staff and during the appraisal process 

  • To develop business like relationships with intermediaries and clients with whom the post holder comes in to regular contact, and to demonstrate a willingness to apply high standards of client care to all dealings with intermediaries or clients. To gain an understanding of KYC policies and procedures in order to ensure absolute compliance with KYC procedures in order to maintain knowledge of the client business 

  • To give open and constructive feedback on delegated tasks, and build relationships with other team members 

  • And any other such duties that might be reasonably required for this role 

Qualifications Required
  • Working towards a relevant professional qualification (e.g. ICSA, STEP, CIB, ACCA) 

  • Good organisational and time management skills, applied to knowledge of the mechanics of EBT and share plan administration. An ability to take responsibility for the completion of work within the engagement while staying alert to potential issues that need disclosing to the Senior Client Manager 

  • Professional manner, demonstrating good interpersonal skills and the ability to respond to clients’ needs. Also an ability to communicate efficiently and in a manner suitable to the client or intermediary being addressed 

  • Diligence and care in all aspects of the job, and the willingness to check understanding of tasks through questioning 

  • An interest in financial services and employee benefits in particular, and a genuine desire to learn how these can be used as tools for adding value to a client’s business 

  • CPD is a compulsory requirement for all trust company business employees 

  • To support the Group’s goals, and demonstrate the confidence to contribute ideas 

  • To manage own workloads and client priorities and to work to specific deadlines as agreed to with the team member responsible for the client 

  • To produce work with a high level of accuracy and attention to detail 

  • To ensure the achievement of a minimum of 25 hours per year relevant CPD (a maximum of 5 of which may be relevant reading) 

  • To ensure that CPD records are maintained and updated regularly and are accounted to HR on a regular basis 


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.