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Trust and Company Administrator

2 months ago

Saint Helier, United Kingdom Ocorian Full time
Job Summary

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.
Requirements
  • 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.
Competencies
  • 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.
Core Values
  • 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.