Corporate Services Manager

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. 

Purpose of the Job: 

To provide guidance, training, direction and support to the wider corporate services team in relation to the provision of corporate administrative services to local and international clients. The Manager of Corporate Services will ensure the highest quality of services are delivered in accordance with established standards, policies, practices and procedures. This role involves significant oversight responsibilities and may include managing a portfolio of the most complex clients.

Main Responsibilities:

Team Leadership:

• Provide guidance, training, direction and support to the members of the corporate services team.
• Ensure the highest quality of corporate administrative services are being delivered to clients in accordance with established standards, policies, practices and procedures.
• Identify and recommend operating and administrative measures designed to improve performance and the efficiency of the delivery of corporate administrative services.
• Implement and oversee a system to track and monitor the provision of corporate administrative services to clients, providing training, guidance and technical support on corporate administrative matters.
• Ensure workload is evenly balanced and distributed among team members.
• Plan, coordinate and, if necessary, provide the coverage for client portfolios during absences for vacation/sickness.
• Communicate regularly with team members to ensure they are informed of all changes to relevant work practices, laws, regulations, processes, policies and procedures in support of the delivery of corporate administrative services.
• Promote a team-working environment that values the contribution of others and initiate or recommend personnel actions in relation to staffing, promotions, transfers and discipline.

Corporate Administration:

• Responsible for the complete management and delivery of quality corporate administration services for the client entities.
• Ensure that the corporate records and status of each client entity are accurately recorded within ViewPoint.
• Review and process requests from duly authorised client representatives for changes to constitutional documents and/or the registers for each client entity (e.g., increases and reductions of share capital, change of name, appointment/resignation of a director or officer and/or issuance or transfer of shares).
• Prepare required documentation and arrange for filings with the relevant statutory authorities.

Compliance and Regulatory:

• Maintain the statutory registers for each relevant client entity through ViewPoint.
• Ensure that all annual filing and license fees and annual returns that are payable by each relevant entity in accordance with the laws of the Cayman Islands or required to be made are paid or filed to the relevant authorities when due.
• Follow up on missing client due diligence documents (CDD) / know your client (KYC) forms as necessary to make sure each client entity is compliant and/or request the necessary CDD/KYC documents where relevant changes have occurred. Requesting assistance from the Compliance team as needed.
• Assist with client entity reports for the submission of regulatory filings with the relevant authorities.

Client Interaction and Teamwork:

• Manage business intelligence, including capturing all contact details (where appropriate) and business development-related activity in accordance with internal policies and procedures.
• File documents as appropriate and maintain electronic record in ViewPoint and iManage when receiving documents from the client.
• Provide oversight and guidance to the corporate services team to draft corporate documentation including formation, registration or incorporation documents as requested in relation to an assigned portfolio of local and international client entities.
• Support cross‑selling, upselling and associated client campaigns.
• Champion an atmosphere of cooperation and teamwork.

Time Management and Financial Oversight:

• Complete time recording daily to record at least 7.5 hours per day either through recording billable or non-billable time.
• Ensure team members complete time recording daily.
• Based on service requests received from each client, record fixed fee entries in NAVOne to be billed to the relevant client monthly.
• Manage accounts receivable (AR) and work in progress (WIP) for the assigned portfolio, ensuring timely billing and collection of fees.

Professional Development:

• Identify and recommend seminars, workshops, lunch & learn sessions and work-related courses in support of the continual professional development of the corporate services team. 
• Foster a culture of excellence, teamwork and accountability within the team. 
• Conduct performance reviews, provide constructive feedback and support the professional growth of team members. 

Knowledge, Skills and Experience:

• An undergraduate business or law degree or over of 10 years prior experience in a similar role and 5 years of managerial experience.
• Expert knowledge of corporate administration; preferably part or fully ICSA qualified.
• Excellent client relationship and interpersonal skills.
• Experience in MS Word, Outlook, iManage and corporate administration database software (preferably ViewPoint).
• A strong sense of commitment and responsibility.
• Excellent verbal and written communication skills (i.e., thorough command of the English language including spelling, grammar and punctuation).
• Sound organisational skills.
• Proven experience in managing a corporate services team.

All staff are expected to embody our three core values.  These values underpin everything that we do and reflect the skills and behaviours we all need to be successful. 

• We are AMBITIOUS - We think and act globally, seizing every opportunity to support our clients and staff - wherever in the world they may be.
• We are AGILE - Our independence from any financial institution gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE - We take the time to understand our clients' needs so that we can deliver personalised solutions every time.

• 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