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Administrator - Private Clients

2 months ago

SaintHelier, United Kingdom Ocorian Full time
Job Description

To provide professional trust and company administration services to a varied portfolio of clients in Private Client, and at all times to comply with the Policies and Procedures of Ocorian Services Limited.

main responsibilities:

  • To administer a portfolio of trusts, companies and other entities and to ensure all activities fall within the guidelines/stipulations of the statutory 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 supervisor if the demands of the correspondence exceed capabilities.
  • To prepare detailed attendance notes of any telephone communication and circulate to relevant members of staff.
  • When required, to prepare minutes and other meeting documents.
  • To take responsibility for being the immediate point of contact in 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 Accounts Department and Directors to ensure that a tight control is maintained over 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 Director.
  • To ensure that during periods of absence 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 absence. In the event that colleagues are absent from the office to undertake administration of matters allocated to colleagues as required, to ensure the needs of the client are met.
  • To ensure an awareness and understanding of local Regulatory requirements.
  • Carry out any function/activity required by the Manager, Management team or Directors from time to time.
  • Escalating any issues/risks arising promptly to the Manager or Directors where appropriate.

#LI-JM1


Qualifications

  • Educated to A level or degree standard.
  • A minimum of two years trust and company administration experience.
  • Ideally have completed a professional/relevant qualification to Certificate Level (e.g. ICSA/STEP).
  • The post requires good technical knowledge with an understanding of local company and trust law and regulations.
  • Strong IT skills.

Competencies

  • Good interpersonal skills are required to develop close working relationships with colleagues and clients.
  • Flexibility, energy and enthusiasm.
  • A solution driven attitude to problems.
  • Good organisational skills and the ability to work methodically and accurately.
  • Team spirit.


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 careers@ocorian.com.

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.