Client Manager/Senior Administrator

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.

We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. With more than 1,800 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.

What’s In It For You

• Competitive salary
• Hybrid working
• Flexible working hours
• Pension 
• Private medical insurance
• Dental plan
• Life assurance
• Income protection & Critical illness

Purpose of the job 

To manage the day-to-day administration of a varied portfolio of Employee Benefit Trust (EBT) 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. This position will require the post holder to work autonomously, whenever necessary, with the ability to support the team and senior employees to ensure workload is completed accurately, effectively and efficiently. 

Main responsibilities 

• To manage the day-to-day administration of a varied portfolio of more complex EBT structures, and to maintain a wide and detailed knowledge and understanding of EBT administration generally, to include money laundering, compliance and relevant legislation. 

• To assist the Senior Client Manager in ensuring that group workloads are completed to the highest possible standards, within the agreed timescales and that the objectives of the group are fulfilled. 

• To develop close working relationships with relevant clients within the group, and to strengthen key relationships through regular contact.  To seek to provide innovative and practical answers to client queries, being alert to both commercial concerns and technical accuracy. To ensure absolute compliance with KYC procedures in order to maintain knowledge of the client business. 

• To support the Senior Client Manager in order to guide, motivate and oversee staff in the group to ensure their workloads are undertaken professionally and without risk to the firm or clients.  This includes training guidance, career development and the maximisation of potential where applicable. 

• To ensure billing and debt collection is carried out effectively and in a timely manner.  In liaison with the Associate Director to negotiate fees to the mutual satisfaction of Ocorian and clients. 

• To assist the Associate Director in the development of new business.  To maintain a broad general knowledge of issues affecting the offshore industry, and be able to apply this knowledge in developing new and existing business. 

• To attend marketing events and functions organised by intermediaries, whenever appropriate and possible. 

• To support Ocorian’s strategy, demonstrating the ability to generate innovative operational ideas and constructively challenge the status quo. 

• Any other such duties that might be reasonably required for this role. 

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Knowledge, Skills & Experience

• An enhanced level of technical knowledge, to include a relevant professional qualification (e.g. ACCA Intermediate level, CGI IFA Level 5, STEP Diploma) together with experience at senior administration level in the offshore industry.  

• Excellent organisational and client management skills, together with a full knowledge of current EBT legislation, and the local regulatory environment.  This includes a high level of awareness of risk factors and compliance procedures. 

• Professional manner with the ability to relate to persons at all levels, and to identify clients’ needs, responding to these quickly and effectively. 

• An advanced technical knowledge as above, including detailed knowledge of the trust company’s software and systems. Strong management skills to include a high level of integrity, excellent written and oral communication skills, and the ability to multi-task. 

• Good time management skills, together with a thorough understanding of client files. In addition the post holder should have a strong appreciation of the importance of financial management issues. 

• Good interpersonal and communication skills, essential to maintain and develop strong relationships with existing and potential clients, coupled with a strong awareness of marketing opportunities.  With flexibility to attend after-hours functions where relevant. 

• Reasonable knowledge and understanding of Ocorian’s strategy and polices, and detailed knowledge of compliance and technical issues to enable you to act as role model for peer group and junior staff. 

• Continued Professional Development (CPD) is a compulsory requirement for all trust company business employees. 

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.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.