Associate Director

6 days ago

Saint Helier, United Kingdom Ocorian Full time
About the Role

We are seeking an experienced Associate Director to join our team at Ocorian, a leading provider of fund services. As a key member of our management team, you will play a critical role in the delivery of our services to clients and the development of our business.

Main Responsibilities
  • Strategic Planning

Assist in the development and implementation of Ocorian's global fund services strategic plan, business plan, and goals.

Team Management

Monitor, manage, motivate, recruit, and develop staff, including the development of skills and capability through ongoing training.

Client Service Delivery

Co-ordinate the team to deliver the highest standard of client service at all times, including the completion of key client deliverables, the meeting of fund and investment deadlines, the liaison with other functional/team managers within Ocorian, client directors, and external third parties.

Business Development

Develop positive and long-lasting client relationships between relevant Ocorian directors/staff and client contacts.

Financial Management

With the managers, ensure that billing is completed accurately and timely in accordance with client contracts and that agreed margins are maintained in the delivery of client services. Undertake fee reviews. Monitor and manage fee debtors to ensure fees are paid promptly.

Technology and Risk Management

Ensure Ocorian's global fund services technology is utilised and developed so as to maximise its use and functionality enabling the ongoing development of client services. Ensure the team comply with Ocorian's policies and procedures at all times and participate in their ongoing review and development. Ensure business risk is managed at all times.

Board Representation

Act as an A authorised signatory in accordance with policies and procedures. Act as an alternate director or director on the boards of certain client companies, some of which are regulated, and an authorised representative of Ocorian's corporate directors and corporate trustees, as required by the directors of Ocorian Fund Services.

Expertise and Guidance

Provide expertise, advice, and guidance to the team and business as required, including the participation on committees and working groups.

Restrictions on Day-to-Day Responsibilities
  • New Business Acceptance

No new business is to be taken on unless it has been approved by the New Business Acceptance Committee.

Board Meetings

Where participating in board meetings of Ocorian companies, not to act as the chairman nor participating in such meetings only with another associate director.

Signatory Authority

Only acting as an A signatory within Ocorian and only in relation to familiar client structures.

Fee Management

Agreeing fees, writing off fees, or writing down fees only with prior approval of Line Manager.

Qualifications and Experience
  • Knowledge and Skills

Minimum of Table 4 from Codes of Practice of Financial Services (Jersey) Law 1998.

Experience

Ideally, at least 10 years' relevant experience, preferably with a professional qualification either as a lawyer, chartered accountant, chartered surveyor, or ICSA.

Operational Experience

Ideally, operational experience in a fund, trust, and/or company management/administration environment.

Legislative Knowledge

As a result of study and experience, possess a comprehensive understanding and knowledge of relevant legislation, regulations, and codes of practice.

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