Trust and Company Administrator
5 days ago
We are seeking a highly skilled Trust and Company Administrator to join our Private Client team at Ocorian. As a key member of our team, you will be responsible for providing professional trust and company administration services to a varied portfolio of clients.
Key Responsibilities- Trust Administration
- Administer a portfolio of trusts, companies, and other entities, ensuring all activities comply with statutory or governing documents.
- Ensure the tax status of entities is observed, completing tax returns and paying notified tax liabilities in a timely manner.
- Company Administration
- Deal with incoming correspondence efficiently, referring to supervisors if demands exceed capabilities.
- Prepare detailed attendance notes of telephone communications and circulate to relevant staff members.
- Client Relationship Management
- Take responsibility for being the immediate point of contact in client relationships.
- Oversee the maintenance of accounting records and preparation of annual accounts, where applicable.
- Financial Management
- Manage the billing process, reviewing billing summaries and draft invoices at established frequencies.
- Liaise with the Accounts Department and Directors to maintain tight control over aged debts.
- Database Management
- Input database records on formation/establishment and update when circumstances change.
- Compliance and Risk Management
- Ensure periodic reviews of clients' matters are undertaken in accordance with the timetable set by the Director.
- Escalate any issues or risks arising promptly to the Manager or Directors, as appropriate.
- Educated to A level or degree standard.
- A minimum of two years' experience in trust and company administration.
- Ideal candidates will have completed a professional or relevant qualification to Certificate Level (e.g., ICSA/STEP).
- Strong technical knowledge of local company and trust law and regulations.
- Excellent IT skills.
- Good interpersonal skills to develop close working relationships with colleagues and clients.
- Flexibility, energy, and enthusiasm.
- A solution-driven attitude to problems.
- Good organizational skills and the ability to work methodically and accurately.
- Team spirit.
- 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.
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Trust and Company Administrator
5 days ago
Saint Helier, United Kingdom Ocorian Full timeAbout OcorianWe are a global company committed to providing expert solutions for our clients' challenges. Our core values include being client-centric, ambitious, agile, collaborative, and ethical. We are an equal opportunity employer, welcoming candidates from diverse backgrounds.Job SummaryWe are seeking a highly skilled Trust and Company Administrator to...
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Trust and Company Administrator
1 week ago
Saint Helier, United Kingdom Ocorian Full timeAbout OcorianWe are a global company committed to providing expert solutions for our clients' challenges. Our core values include being client-centric, ambitious, agile, collaborative, and ethical. We are an equal opportunity employer, welcoming candidates from diverse backgrounds.Job SummaryWe are seeking a highly skilled Trust and Company Administrator to...
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Saint Helier, United Kingdom Ocorian Full timeJob DescriptionJob Title: Trust AdministratorJob Summary:Ocorian is seeking a highly skilled Trust Administrator to join our team. As a Trust Administrator, you will be responsible for administering a portfolio of trusts, companies, and other entities, ensuring all activities comply with statutory or governing documents.Key Responsibilities:Portfolio...
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