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Temporary Senior Trust and Company Administrator
OcorianIsle of Manfull_timeVerifiedPosted 9 Feb 2023
About the role
<h3>Company Description</h3><p><strong>About Us</strong></p><p>Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets. Wherever our clients hold financial interests, or however they are structured, we provide compliant, tailored solutions that are individual to their needs.</p><p>We manage over 17,000 structures for 8000+ clients with a global footprint operating from 18 locations. Our scale offers all our people great opportunities to develop their knowledge and skills and to progress their careers.</p><h3>Job Description</h3><p>Due to increased demand, we are seeking to appoint on a short-term basis a Senior Trust and Company Administrator.</p><p>You shall be responsible for assisting our Client Care Team in the accurate and efficient administration of a varied portfolio of entities, including asset leasing companies, holding companies and various trust structures. You shall assist the team to ensure any corporate risk is minimised and all structures remain compliant with Ocorian's established policies and procedures, relevant legislation and any such other activities as may be reasonably required by the role. This shall include, but is not limited to:</p><ul><li>Delivering exceptional services within agreed service levels and budgets</li><li>Displaying a methodical approach to complex administration and manages the high volume client workload</li><li>Maintaining accurate and complete records for client entities</li><li>Assisting management with the general administration of client entity processes</li><li>Attending to Ocorian client's day to day needs in a timely, professional manner and maintaining knowledge and control over assets and activities of entities administered by Ocorian</li><li>Ensuring correct filings of statutory forms</li><li>Assisting with the conduct of entity reviews on an ongoing basis and actively follow up on any outstanding action points identified, ensuring the understanding of the entity is consistent with its risk rating</li><li>The review of all appropriate bank statements</li><li>Monitoring the administration of files, receipt of instructions from and communicate with the client</li><li>Ensuring compliance with all Ocorian's policies and procedures and all relevant legislation</li><li>Billing and the collection of receivables</li><li>Completion of all internal compliance documentation and other record keeping systems as may be required within the delegation of authority</li><li>Monitoring and reduce exposure to risk</li><li>Assist with the development of client relationships (internal and external)</li><li>Liaising with all interacting intermediaries including corporate administrators, bankers, protectors, investment advisors, settlors and beneficiaries etc.</li><li>Assists with promoting the reputation of the business within the group and introducers</li></ul><h3>Qualifications</h3><ul><li>Holds or is prepared to work towards a professional qualification (e.g. ACCA, ICSA, STEP)</li><li>Broad knowledge of trust and administration and company administration. Some accounting and investment knowledge would be preferable. </li><li>Have sound teambuilding and organisational skills</li><li>Strong IT skills</li><li>Demonstrates the ability to deal effectively and courteously with clients and colleagues and exercises discretion and confidentiality at all times</li><li>Highly organised team player who is a self-starter, enthusiastic, flexible and dedicated</li><li>Excellent verbal and written communication skills</li></ul><h3>Additional Information</h3><p>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:</p><ul><li>We are <strong>AMBITIOUS</strong> - We think and act globally, seizing every opportunity to support our clients and staff - wherever in the world they may be.</li><li>We are <strong>AGILE</strong> - Our independence from any financial institution gives us the flexibility and freedom to keep things simple, efficient and effective.</li><li>We are <strong>COLLABORATIVE</strong> - We take the time to understand our clients' needs so that we can deliver personalised solutions every time.</li></ul>
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