Senior Associate (Private Clients) at Ocorian

St Helier, , Jersey -

Full Time

Start Date

Immediate

Expiry Date

11 May, 26

Salary

0.0

Posted On

10 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trust Administration, Company Administration, Statutory Requirements Compliance, Tax Return Completion, Client Correspondence Handling, Meeting Minutes Preparation, Client Relationship Management, Accounting Record Maintenance, Billing Process Management, Database Record Maintenance, Aged Debt Monitoring, Periodic Client Reviews, Regulatory Awareness, Risk Escalation, Staff Mentoring

Industry

Financial Services

Description

Company 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. Job Description To provide professional trust and company administration services to a varied portfolio of clients in the Private Client Department. At all times to comply with Ocorian Policies and Procedures to ensure smooth operation of the department and the provision of professional and high-quality service to clients and their advisers. Main responsibilities To administer a portfolio of more complex, demanding and/or high-risk trusts, companies and other entities and ensure all activities align with within statutory requirements and or 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 if the demands of the correspondence exceed capabilities. To prepare detailed attendance notes of any telephone communication and ensure they are retained on client files and circulated to relevant staff members When required, to prepare minutes and other meeting documents. To take responsibility for being the first point of contact in allocated client relationships. 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 Accounting Solutions team. To manage 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. To mentor and support the training of more junior members of staff with supervision and guidance from the Manager, referring to Ocorian Policies and Procedures for guidance. Additional Responsibilities To assist the Manager, providing daily support as requested. This will include but may not be limited to; Being aware of risk exposure and ensuring Risk/Review procedures are followed at all times, being aware of the need for professional advice and have a good understanding of local Regulatory matters. Escalating any issues/risks arising promptly to other members of the Management team including Directors where appropriate. Supporting the on-going development of the team by involvement in the coaching, training and motivation of team members in conjunction with the Assistant Manager/Manager. Qualifications Educated to A level or degree standard. Ideally the post holder will have completed a professional/relevant qualification to Diploma Level (e.g. CGI/STEP). Knowledge/skills/experience Ideally a minimum of 5 years' experience in Trust and Company Administration and/or in a financial services environment. A comprehensive understanding and technical knowledge of Trust Administration, Jersey Company Law and the tax implications of various structures. Strong IT skills. Competencies Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels. Flexibility, energy and enthusiasm. 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. Good organisational skills and the ability to work methodically and accurately. Team spirit. Additional Information 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: We 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. We are 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. We are 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. We are 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. We are 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. You can reach us at [email protected]. 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. information will be kept confidential according to EEO guidelines. Region: UK, CI and Ireland Jurisdiction: Jersey

Responsibilities

The main responsibility involves administering a portfolio of complex trusts, companies, and entities, ensuring compliance with statutory requirements and governing documents, including timely tax compliance. This role also requires managing client correspondence, overseeing accounting records, managing the billing process, and ensuring database records are accurately maintained.