Portfolio Assistant
2 weeks ago
This is an exciting opportunity to join our team at Ocorian as a Portfolio Assistant. As a key member of our administration team, you will be responsible for providing support and assistance in the day-to-day administration of a varied portfolio of Employee Benefit Trust (EBT) structures.
Your primary objective will be to maintain and develop a wide knowledge and understanding of employee share plan administration, including anti-money laundering, compliance, and relevant legislation. You will work closely with our Senior Client Manager and Associate Director to achieve your objectives and deliver high-quality results.
Key Responsibilities- Provide assistance with day-to-day administration tasks associated with a portfolio of clients and assist other team members as required.
- Develop a thorough understanding of trust and share plan administration, as well as the main identifying features of EBT work.
- Manage workload and client priorities, ensuring that tasks are completed to a high standard and within agreed timescales.
- Develop business-like relationships with intermediaries and clients, demonstrating a willingness to apply high standards of client care.
- Ensure the achievement of a minimum of 25 hours per year of relevant Continued Professional Development (CPD).
- Educated to A level or degree standard.
- Willingness to work towards a professional qualification.
- Strong IT skills.
- Good communication skills (written and spoken English).
- Diligence and care in all aspects of the job.
We are looking for a highly organized and detail-oriented individual who is passionate about delivering exceptional results. If you have a strong interest in employee benefits and share plan administration, we encourage you to apply for this exciting opportunity.
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Trust Portfolio Manager
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Assistant Administrator
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Assistant Administrator
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Assistant Administrator
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Assistant Manager
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Assistant Administrator
3 weeks ago
Saint Helier, United Kingdom Ocorian Full timeJob DescriptionAs a key member of our team, you will provide support and assistance in the day-to-day administration of a varied portfolio of Employee Benefit Trust (EBT) structures. Your role will involve maintaining and developing a wide knowledge and understanding of employee share plan administration, including anti-money laundering, compliance, and...
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Administrative Assistant
4 weeks ago
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Administrative Assistant
4 weeks ago
Saint Helier, United Kingdom Alter Domus Full timeAbout Alter DomusAlter Domus is a leading provider of alternative investment fund services, with a presence in 23 countries and a client base of over 5,000 professionals. Our company is proud to be home to 85% of the top 30 asset managers in the alternatives industry.Job SummaryWe are seeking an experienced Administrative Assistant to join our Real Estate...
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Administrative Assistant
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Saint Helier, United Kingdom Alter Domus Full timeAbout Alter DomusWe are a leading provider of corporate services and fund administration solutions, proud to be home to 85% of the top 30 asset managers in the alternatives industry. Our team of over 5,000 professionals across 23 countries is dedicated to delivering exceptional service and support to our clients.Job SummaryWe are seeking a highly motivated...
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Administrative Assistant
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