Ocorian
Finance / FinServ
Manager|PrivateClients
Neural analysis suggests this role is
optimal for mid candidates.
“Manager | Private Clients at Ocorian. Skills: Trust Administration, Company Administration, Client Relationships. Administer trusts, companies, and other entities. Oversee maintenance of accounting records”
Industry & Context.
Solution driven attitude to problems
What They're Looking For.
Must Have
10 years' experience in Trust and Company administration/financial services environment, Comprehensive understanding and technical knowledge of Trust Administration, Knowledge of Cayman Trust & Company Law, Knowledge of the tax implications of various structures, Proven supervisory experience, IT skills
Nice to Have
Professional/relevant qualification to Diploma Level (e.g. ICSA/STEP), Legal, accounting, or financial services designations
What You'll Do.
Oversee maintenance of accounting records
Ensure tax status of entities is observed
Prepare detailed attendance notes
Prepare minutes and meeting documents
Maintain awareness of local Regulatory requirements
Manage billing process
Ensure database records are updated
Monitor aged debt position
Undertake periodic reviews of clients' matters
Follow Risk/Review procedures
Identify business opportunities
and support junior staff
How You'll Work.
Team & Collaboration
Communicate effectively with colleagues at all levels
Communication Scope
Communicate effectively with clients and colleagues
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 * Private Pension Plan * Private medical insurance * Hybrid Working * Annual Salary Review Purpose of the job To provide high quality administration services to a varied portfolio of clients/ structures in Private Client in compliance with Ocorian's 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 Accoun
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