Ocorian
Finance / FinServ
Administrator
Neural analysis suggests this role is
optimal for entry candidates.
“Administrator at Ocorian. Skills: High-quality administrative and entity management support, Accurate, timely, and compliant administration of trusts, companies and related structures. Provide high-quality administrative and entity management support to a defined portfolio of diverse clients. Accurate, timely, and compliant administration of trusts, companies and related structures in accordance with statutory and regulatory requirements, internal policies, and agreed client service standards”
What You'll Achieve.
Contribute to the success of the team; Ensure consistent, reliable client service and overall success of the team; Unlock the most value for our clients; Making your mark with Ocorian; Ensure activities fall within the guidelines of statutory; Ensure timely completion of tax returns and the payment of any notified tax; Ensure tight control is maintained over the value and length of aged; Ensure seamless service provided to clients; Ensure clients needs are met within required
Industry & Context.
problem-solving skills; Unlock new value through expertise, trust and scale; Deliver solutions that solve complex challenges
What They're Looking For.
Must Have
Minimum of 2-3 years of working experience within a similar role, Well versed in Microsoft Office package, Good positive learning attitude and team player, Proactive, meticulous and able to work independently in a role with regular deadlines, supported by clear processes and guidance, Ability to prioritize and work with deadlines, problem-solving skills, Excellent communication skills, an eye for detail and a commitment to quality, Able to manage multiple tasks by prioritising work with support and clear instructions, Proven experience of relationship building and interpersonal skills, Willingness to learn new skills through structured training, feedback, and on‑the‑job support, Taking ownership and accountability
Nice to Have
Experience in the CSP or similar industry would be preferred, Ideally have completed or be working towards a professional/relevant qualification to Certificate Level (e. g. ICSA/STEP)
What You'll Do.
Provide high-quality administrative and entity management support to a defined portfolio of diverse clients
and compliant administration of trusts
companies and related structures in accordance with statutory and regulatory requirements
and agreed client service standards
Accurate recording of time and activities on the time recording system
Administration of a portfolio of trusts
and other entities to ensure activities fall within the guidelines of statutory
Maintaining accurate data within core systems with updates being made when circumstances change and upholding AML / KYC
Deal with incoming client
bank and advisor correspondence
Observe tax status of entities to ensure timely completion of tax returns and the payment of any notified tax
Prepare detailed minutes and other statutory documents or clear communications with the Client Excellence Team for preparation of standard suite of documents
Preparing online and written payment
Oversee the maintenance of the accounting records and preparation of the financial statements
Manage the billing process
reviewing billing summaries and draft invoices at established frequencies
Monitor the aged debt position of matter under administration
Ensuring periodic review of client matters is undertaken in accordance with local requirements for statutory
Participating in project work that drives the continuous improvement of the team’s working
During relevant absence periods
keeping Manager and team fully briefed of any anticipated client matters that may arise during the period of absence to ensure seamless service provided to clients
In the event of absence of colleagues
undertaking any administrative tasks to ensure clients needs are met within required
Awareness of local regulatory requirements and identifying when escalation is and
Such other duties as may be required to assist the Manager from time to time and contribution to the overall success of the team
How You'll Work.
Team & Collaboration
Collaborate with colleagues across the Client Care teams and internal functions to ensure consistent, reliable client service and overall success of the team; Mentor and support training of more junior members of staff with supervision and guidance from; Collaborate to win together, sharing successes and shaping the future of our global business
Communication Scope
Excellent communication skills; Clear communications with the Client Excellence Team; Effective communication with the Client Accounts; Clear instructions
Process & Methodology
Participating in project work that drives the continuous improvement of the team’s working
Full Job 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. What's In It For You * Competitive salary * Hybrid working * Flexible working hours * Annual Salary Review * Private Pension Plan * Private medical insurance * Life assurance * Income protection & Critical illness Purpose of the Job To provide high-quality administrative and entity management support to a defined portfolio of diverse clients, whilst contributing to the success of the team. The role focuses on the accurate, timely, and compliant administration of trusts, companies and related structures in accordance with statutory and regulatory requirements, internal policies, and agreed client service standards. The Administrator shall work closely with their Manager, collaborate with colleagues across the Client Care teams and internal functions to ensure consistent, reliable client service and overall success of the team. This role is support
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