Ocorian
Finance / FinServ
Officer
Neural analysis suggests this role is
optimal for mid candidates.
“Officer at Ocorian. Skills: Administration, Company Secretarial services. Provide administration and company secretarial services to a portfolio of client entities. Conduct the day-to-day Management and Administration of a portfolio of clients in Corporate Services Unit”
What You'll Achieve.
Help clients succeed by unlocking new value through expertise, trust and scale; Deliver solutions that solve complex challenges; Unlock the most value for our clients and making your mark with Ocorian
Industry & Context.
Problem Solving & Analysis
What They're Looking For.
Must Have
Minimum of 1 year of relevant working experience, Educated to A level or Completed first degree in a relevant field or ICSA Level 1 or ACCA Level 2 or any professional qualification related to the Global or financial sector.
What You'll Do.
Provide administration and company secretarial services to a portfolio of client entities
Conduct the day-to-day Management and Administration of a portfolio of clients in Corporate Services Unit
Ensure completeness of due diligence documents for a portfolio of clients
Lodge statutory filings
Draft simple board resolutions
Open and maintain clients’ bank accounts
Process payments and banking instructions
Carry out the application and renewal of Tax Residency Certificates
Carry out the application and renewal with the Data Protection Office
Compile board packs for Board Meetings
Attend board meetings and draft minutes for low complexity client entities
Carry out the annual / special meetings for low complexity client entities
Execute the Company Secretarial and Administration processes
How You'll Work.
Team & Collaboration
Collaborate to win together, sharing successes and shaping the future of our global business.
Communication Scope
Communication
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 * We are globally hybrid (please check the specifics for this role during interview process) * Flexible working hours * Private Pension Plan fully paid by the company after probation * Private medical insurance with Catastrophe cover fully paid by the company * Employee recognition program and spot bonuses Purpose of the Job Provide administration and company secretarial services to a portfolio of client entities under the supervision of the Senior Officer and / or Manager and in strict adherence to the policies and procedures of the company. Main Responsibilities * Conduct the following within prescribed deadlines: * Conduct the day-to-day Management and Administration of a portfolio of clients in Corporate Services Unit * Ensure completeness of due diligence documents for a portfolio of clients according
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