Associate - Private Clients

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance 

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. 

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. 

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. 

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. 

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. 

What’s In It For You 

• Competitive salary 
• We are globally hybrid (please check the specifics for this role during interview process)
• Flexible working hours 
• Private Pension Plan fully paid by the company after probation
• Private medical insurance with Catastrophe cover fully paid by the company
• Employee recognition program and spot bonuses 

Main Responsibilities

Deliver operational excellence and ensure compliance: 

• Assisting with the management of a wide portfolio of trusts and companies, achieving operational excellence in the delivery of client services, managing high client expectations and delivering consistent results. 
• Demonstrating your ability to draft minutes, resolutions and loan agreements with limited changes and input from others, ensuring data accuracy and completeness. 
• Delivering services to client satisfaction within compliance and regulatory requirements, ensuring established processes and procedures are followed and understanding why they are necessary. 
• Liaising with various internal and external stakeholders to ensure and maintain data integrity in the client relationship management systems, internal compliance systems (e.g. PRR), etc. 
• Supporting team members, acting as a buddy, and supporting them with technical day-to-day queries. 
• Building knowledge of the services Ocorian provides and supporting the achievement of our business goals through involvement in strategic initiatives. 

Deliver client-centric service: 

• Taking greater initiative and ownership of responsibilities assigned, building confidence and skills to deliver with limited changes and input from your manager.   
• Providing high quality client-centric administration activities in a timely manner, growing your appreciation and understanding of client needs and the nature and rationale of client activities and transactions. 
• Building confidence and skills to communicate knowledgeably and professionally with clients and other stakeholders.    

Ensure financial management: 

• Supporting with the financial management of clients; assisting with the billing process and monitoring of the aged debt position of matters under administration including liaising with Credit Control and Directors to ensure that a tight control is maintained over the value and length of aged debt. 

#LI-EM1
#LI-Hybrid

• Educated to A level or equivalent; 
• Completed first degree in a relevant field or on the way to complete ICSA 

Knowledge, Skills and Experience  

• 2-5 years’ experience in company and trust administration. 
• Solid understanding of trusts and companies. 
• Digital Literacy - able to lead in the use of the Microsoft Office suite of applications and Ocorian's core systems and apps, demonstrates a solid understanding of how to extract and manipulate client data. 
• Administrative and Service Delivery Skills - able to support and train others, helping set and achieve team objectives. 
• Personal Leadership -works with peers to ensure there is consistent understanding of goals and how to achieve these. 
• Discretion and Confidentiality - able to maintain confidentiality and handle sensitive client information with the utmost discretion. 
• Adaptability - demonstrates flexibility to changing priorities and work demands. 
• Accountability - takes responsibility for work output. 
• Presentation Skills – able to convey results and outputs of work to senior management in a clear and succinct manner. 
• Attention to Detail - demonstrates excellent attention to detail to produce high-quality work. 
• Time Management - able to manage workload, prioritise tasks, and meet deadlines in a fast-paced private client service environment. 
• Communication Skills - able to interact with clients, colleagues, and others in a courteous and effective manner. 
• Teamwork - collaborates with colleagues and assists team members in administrative tasks to achieve common goals. 

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 [email protected].

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.