At a Glance
- Tasks: Administer trusts and companies, ensuring compliance and delivering high-quality client service.
- Company: Join Ocorian, a global leader in fund services and private client solutions.
- Benefits: Competitive salary, professional development, and a supportive work culture.
- Other info: Flexible, energetic team spirit with excellent growth opportunities.
- Why this job: Make a real impact while growing your career in a dynamic, collaborative environment.
- Qualifications: A levels or degree; ideally pursuing a relevant professional qualification.
The predicted salary is between 30000 - 40000 € per year.
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.
Job Description: To provide professional trust and company administration services to a varied portfolio of clients in the Private Client Department, compliance at all times with the Policies and Procedures of Ocorian to assist with the smooth operation of the department. The provision of professional and high-quality service to clients.
Main Responsibilities:
- To administer, with the support of a manager/assistant manager a portfolio of trusts, companies and/or other entities to ensure all activities align with statutory requirements and governing documents.
- 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 manager/assistant manager if the demands of the correspondence exceed capabilities.
- To prepare detailed attendance notes of any telephone communication and ensure it is retained on client files and circulated to relevant staff members.
- When required, prepare minutes and other meeting documents.
- To work with your manager towards taking responsibility for being the immediate point of contact in client relationships.
- With the support of your manager, 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 attention to the billing process, reviewing billing summaries and draft invoices where appropriate, at established frequencies and to discuss these with the Manager/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 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.
- To ensure that during periods of leave from the office, the relevant manager and colleagues are informed and fully briefed of any anticipated client related matters which may arise during the period of leave.
- To maintain an awareness and understanding of local Regulatory requirements.
- Carry out any reasonable function/activity required by the Manager, Management team or Directors from time to time.
- Escalate any issues/risks arising promptly to the Manager or Directors where appropriate referring to the Ocorian policies and procedures for guidance.
Qualifications: Educated to A level or degree standard. Ideally working towards or completed a professional/relevant qualification to Certificate Level (e.g. CGI/STEP).
Knowledge/skills/experience: A minimum of two years trust and company administration experience or a financial services environment. The post requires good technical knowledge with an understanding of local company and trust laws and regulations. Good interpersonal skills are required to develop close working relationships with colleagues and clients. Flexibility, energy and enthusiasm. A solution driven attitude to problems. Good organisational skills and the ability to work methodically and accurately. Team spirit.
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.
Associate (Private Client) employer: Ocorian group
Ocorian is an exceptional employer that fosters a culture of collaboration and support, empowering employees to thrive in their careers while delivering high-quality services to a diverse portfolio of clients. With a commitment to professional growth, Ocorian offers extensive training opportunities and a dynamic work environment that values expertise and innovation, making it an ideal place for those looking to make a meaningful impact in the private client sector. Located in a vibrant area, employees benefit from a strong sense of community and access to a global network of colleagues, enhancing both personal and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Associate (Private Client)
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We can’t stress enough how important it is to build relationships that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their values. We want you to show how your skills align with their mission, especially in areas like trust and compliance. Practice common interview questions to boost your confidence!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. We recommend mentioning something specific from your conversation to remind them of your fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our team!
We think you need these skills to ace Associate (Private Client)
Some tips for your application 🫡
Show Your Expertise:Make sure to highlight your relevant experience in trust and company administration. We want to see how your skills align with the needs of our clients, so don’t hold back on showcasing your knowledge of local laws and regulations!
Tailor Your Application:Take a moment to customise your application for the Associate (Private Client) role. Use keywords from the job description to demonstrate that you understand what we’re looking for and how you can contribute to our team.
Be Professional Yet Personable:While we appreciate professionalism, we also value a friendly approach. Let your personality shine through in your writing, showing us that you’re not just a great fit on paper but also someone we’d love to work with!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Ocorian group
✨Know Your Stuff
Make sure you brush up on your knowledge of trust and company administration, as well as local laws and regulations. Being able to discuss these topics confidently will show that you're serious about the role and understand the complexities involved.
✨Showcase Your Interpersonal Skills
Since this role involves building relationships with clients and colleagues, be prepared to share examples of how you've successfully collaborated in the past. Highlight your ability to communicate effectively and work as part of a team.
✨Demonstrate Your Problem-Solving Attitude
Employers love candidates who can think on their feet. Prepare to discuss specific challenges you've faced in previous roles and how you approached solving them. This will showcase your solution-driven mindset, which is crucial for this position.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company's approach to client relationships or how they handle compliance challenges. This shows your curiosity and genuine interest in the role and the company.
