Manager - Private Clients in Hamilton

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. 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

• Private Medical Insurance
• Life Assurance
• Pension Scheme
• Hybrid Working
• Annual Salary Review

Job Description

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

• 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, where appropriate, 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.
• When required, prepare minutes and other meeting documents.
• Maintain an awareness and understanding of local Regulatory requirements.

Operational

• 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 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.
• Be aware of risk exposure and ensure 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.

Business Development

• 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.

People and Personal Development

• Directly manage, train, and support junior staff, ensuring their development through ongoing supervision, guidance, and performance oversight.
• Complete all mandatory training and continuously seek personal development through training, conferences, knowledge sharing or completing professional qualifications.

Qualifications

Ideally the post holder will have completed a professional/relevant qualification to Diploma Level (e.g. ICSA/STEP).

Knowledge, Skills & Experience

Ideally a minimum of 10 years' experience in Trust and Company administration/financial services environment. As a result of study and experience possess a comprehensive understanding and strong technical knowledge of Trust Administration, Bermuda Trust & Company Law and the tax implications of various structures. Proven supervisory experience. The ability to effectively manage and motivate staff. Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels. Ability to work under pressure and meet deadlines. A solution driven attitude to problems. Ability to work using own initiative and make decisions within corporate policies. Strong time management and organisational skills.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

• CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues – wherever in the world they may be.
• AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

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, veteran, neurodiversity or disability status. Information will be kept confidential according to EEO guidelines.