Ocorian Benefits Overview

Prepare and review complex client financial statements, management accounts and reconciliations for an allocated portfolio. Liaise with clients and auditors, coach junior team members, support process improvements, prepare VAT returns and budgets, and ensure deliverables meet accounting standards and deadlines.

Provide professional trust and company administration services to clients in the Private Client Department, ensuring compliance and high-quality service.

Manage a portfolio of trusts and companies, prepare minutes/resolutions and agreements, ensure compliance and data integrity, liaise with stakeholders, support financial management and billing, train and assist team members, and deliver client-focused administration within regulatory frameworks.