Associate (Private Client)

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.
• Strong IT skills.

Competencies:

• 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.

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. Please let us know if there’s anything we can do to make the process easier for you. 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.