Ocorian
Finance / FinServ
AssistantManager-PrivateClient
Neural analysis suggests this role is
optimal for mid candidates.
“Assistant Manager - Private Client at Ocorian. Skills: Trust and Company administration, Private Client administration, client relationships, regulatory compliance. provide high quality administration services to a varied portfolio of clients/ structures in Private Client in compliance with Ocorian Policies and Procedures. be the immediate point of contact in client relationships, and administer a portfolio of trusts, companies and other entities, including more complex, demanding or high-risk c”
What You'll Achieve.
unlocking new value through expertise, trust and scale; deliver solutions that solve complex challenges; provide high quality administration services; ensure all activities fall within the guidelines/stipulations of the statutory or governing documents; ensure the tax status of entities is observed; ensure that a tight control is maintained over the value and length of aged debts; support growth across other service lines
Industry & Context.
A solution driven attitude to problems
What They're Looking For.
Must Have
minimum of 5 years' experience in Trust and Company administration/financial services environment, comprehensive understanding and technical knowledge of Trust Administration, Cayman Islands Trust & Company Law and the tax implications of various structures, Proven supervisory experience, IT skills
Nice to Have
completed a professional/relevant qualification to Diploma Level (e. g. ICSA/STEP)
What You'll Do.
provide high quality administration services to a varied portfolio of clients/ structures in Private Client in compliance with Ocorian Policies and Procedures
be the immediate point of contact in client relationships
and administer a portfolio of trusts
companies and other entities
including more complex
demanding or high-risk cases and to ensure all activities fall within the guidelines/stipulations of the statutory or governing documents
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 team
ensure the tax status of entities is observed with the timely completion of tax returns and the payment of any notified tax liability
prepare detailed attendance notes of any telephone communication and circulate to relevant members of staff
to prepare minutes and other meeting documents
maintain an awareness and understanding of local Regulatory requirements
manage the billing process
reviewing billing summaries and draft invoices where appropriate
at established frequencies and to discuss these with the Director prior to processing
ensure that database records are input on formation/establishment (including any statutory registers or other records) and updated when circumstances change
monitor the aged debt position of matters under administration and to liaise with the Accounts Department and Directors to ensure that a tight control is maintained over the value and length of aged debts
ensure that periodic reviews of clients' matters are undertaken in accordance with the timetable set by the Director
Being aware of risk exposure and ensuring Risk/Review procedures are always followed
being aware of the need for professional advice and have a good understanding of local Regulatory matters
Carry out any function/activity required by the Management team or Directors from time to time
understand Ocorian’s service offering across service lines to identify business opportunities beyond your immediate areas to support growth across other service lines
Assist the Director with business development activities such as pitch material preparation
mentor and support the training of more junior members of staff with supervision and guidance from the Director
Complete all mandatory training and continuously seek personal development through training
knowledge sharing or completing professional qualifications
How You'll Work.
Team & Collaboration
collaborate to win together, sharing successes and shaping the future of our global business; communicate effectively with clients and colleagues at all levels; liaise with the Client Accounting team; liaise with the Accounts Department and Directors
Communication Scope
Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels
Process & Methodology
Ability to work under pressure and meet deadlines, time management and organisational skills
Full Job Description
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 high quality administration services to a varied portfolio of clients/ structures in Private Client in compliance with Ocorian Policies and Procedures. Main Responsibilities Clients * To be the immediate point of contact in client relationships, and administer a portfolio of trusts, companies and other entities, including more complex, demanding or high-risk cases and to ensure all activities fall within the guidelines/stipulations of the statutory or governing documents. * 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 team. * 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 prepare detailed attendance notes of any telephone communication and
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