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<span>Assistant Administrator - Private Clients</span>

Assistant Administrator - Private Clients

Other Saint Helier, Jersey Full-time
Company Description

Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets. Wherever our clients hold financial interests, or however they are structured, we provide compliant, tailored solutions that are individual to their needs.

We manage over 17,000 structures for 8000+ clients with a global footprint operating from 20 locations. Our scale offers all our people great opportunities to develop their knowledge and skills and to progress their careers.

Job Description

To ensure that a professional and high quality service is provided to clients and outside contacts at all times in accordance with regulatory requirements.

Main Responsibilities

  • To assist in the administration of private clients  including more complex, demanding or high risk cases and to ensure all activities fall within the guidelines/stipulations of the statutory or governing documents.
  • Keep abreast of industry developments.
  • To ensure the tax status of clients 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 a point of contact in client relationships including participation in client meetings and conference calls as required.
  • To process any payment requests on a timely basis.
  • To support the Managers, Directors and Associate Directors in providing periodic global financial reporting to clients.
  • Dealing with queries from clients regarding their personal matters, including tracing payments or making urgent payments, assisting with acquisition of personal assets such as cars and chattels and dealing with insurance queries.
  • Dealing with clients' investments, such as monitoring of third party investment managers, property project managers, direct and indirect private equity investment managers or Boards.
  • Dealing with a variety of external bankers, accountants and lawyers in planning the effective administration of client affairs and ensuring the tax efficient structuring is implemented in an organised manner.
  • To oversee the maintenance of the accounting records and preparation of annual accounts where this forms part of the services provided by Ocorian, where appropriate, through effective liaison with the Client Accounting Solutions team.
  • To ensure that periodic reviews of clients' matters are undertaken in accordance with the timetable set by the Director.
  • To ensure that during periods of absence from the office, colleagues are informed and fully briefed of any anticipated client related matters which may arise during the period of 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.
  • Escalating any issues/risks arising promptly to the Manager or Directors where appropriate.
  • Being aware of risk exposure and ensuring Risk/Review procedures are followed at all times, being aware of the need for professional advice and have a good understanding of local Regulatory matters. Escalating any issues/risks arising promptly to other members of the Management team including Directors where appropriate.
  • Carry out any function/activity required by the Management team or Directors from time to time.

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Qualifications Required
  • Educated to A Level or degree standard.
  • The post holder should be willing to work towards a professional qualification. 
  • No trust experience necessary but previous office experience would be an advantage.
  • Good communication skills.
  • Strong IT skills.

Competencies

  • Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels.
  • Flexibility, energy and enthusiasm.
  • Ability to work under pressure and meet deadlines.
  • A solution driven attitude to problems.
  • Ability to work using own initiative and make decisions within corporate policies.
  • Good organisational skills and the ability to work methodically and accurately.
  • Team spirit.
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 AMBITIOUS - We aim high and are always seeking new ways to delight our people and clients.
  • We are AGILE - We act on our initiative to get things done.
  • We are COLLABORATIVE - We achieve more working together.
  • We are ETHICAL - We behave with integrity at all times.