Manager (Private Client)

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.

Purpose of the job

To provide professional trust and company administration services to a varied portfolio of clients within the Private Client department. At all times to comply with the Policies and Procedures of Ocorian to ensure smooth operation of the department and the provision of professional and high-quality service to clients and their advisers.

Main Responsibilities:

Administration Responsibilities

• To administer a portfolio of more complex, demanding and/or high-risk trusts, companies and other entities to ensure all activities fall within statutory requirements and governing documents.
• To provide support to Associates and Senior Associates enabling them to administer a portfolio of trusts, companies or other entities.
• To ensure the tax status of entities 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 Associate Director/Director if the demands of the correspondence exceed capabilities.
• To prepare detailed attendance notes of any telephone communication and ensure they are retained on client files and circulated to relevant staff members
• When required, to prepare minutes and other meeting documents.
• To take responsibility for being the immediate point of contact in client relationships.
• To oversee the maintenance of the accounting records and preparation of annual accounts where this forms part of the services provided by Ocorian through effective liaison with the Client Accounting Solutions team.
• Timely management to the billing process, reviewing billing summaries and draft invoices where appropriate, at established frequencies and to discuss these with the Director prior to processing. 
• To ensure that database records are input on formation/establishment (including any statutory registers or other records) and updated when circumstances change.
• To monitor the aged debt position of matters under administration and for the team under supervision and to liaise with the Finance Department and Directors to ensure that control is maintained in managing the value and length of aged debts.
• To ensure that periodic reviews of clients' matters are undertaken in accordance with the timetable set by the business.
• During periods of leave, to ensure that colleagues and Directors are fully briefed on any anticipated activities which may arise and that adequate resources are available in the team to maintain a high standard of service to clients.
• To manage risk exposure by ensuring Risk/Review procedures are followed at all times and be aware of the need for professional advice.  Have a good understanding of local Regulatory matters. Monitor the risk profile of matters under administration and ensure that high risk matters receive the appropriate level of attention and monitoring.  Escalating any issues arising promptly to other members of the management team and Directors as appropriate.
• To take responsibility for situations where team members or management may require assistance in relation to client relationships and attend meetings with clients and other professional advisers.
• To act as an authorised signatory in accordance with the Ocorian Policy & Procedures.

General Management Responsibilities

• To participate in and contribute to departmental management meetings and implement decisions taken or carry out any function/activity reasonably required by the Directors/Delegate of Ocorian
• To manage the flow of new business, liaising with Directors and Business Development to ensure appropriate allocation and apportionment of new business or tasks to team members with the suitable skills and experience.
• To take an active role in projects within the department to enhance client delivery and increased efficiently of the business.
• To carry out any reasonable function/activity required by the Management team or Directors from time to time.
• To mentor and support the team with the administration of their clients.
• To work with the management team to develop and implement business strategies to support the growth and expansion of Ocorian.

People Management Responsibilities

• Where required to effectively manage the operation of a team of Associates/Senior Associates to ensure a positive and expeditious approach to all client work.
• In addition, Managers will take an active role in recruitment, annual staff appraisals, manage absence and handle disciplinary and performance issues with support and guidance from HR

• Educated to A level or degree standard.
• Ideally the post holder will have completed a professional/relevant qualification to Diploma Level (e.g. CGI/STEP).

Knowledge, Skills & Experience

• Ideally a minimum of 10 years' experience in Trust and Company Administration /financial services environment.
• As a result of study and experience possess a comprehensive understanding and strong technical knowledge of Trust Administration and Jersey Trust Law, Company Administration and Jersey Company Law together with a general tax awareness relating to offshore structures.
• Proven supervisory experience.
• Strong IT skills.

Competencies

• The ability to effectively manage and motivate staff.
• 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.
• Strong time management and organisational skills.
• Team sprit

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.