Administrator - Private Wealth

Location: Stoke-on-Trent

Ocorian helps asset managers, private wealth, corporates, and issuer clients handle operational and regulatory complexity at scale, giving them the freedom to focus on what they do best.

Whether they’re raising capital, expanding into new markets, acquiring a business, preparing for an exit or protecting wealth, we’re behind every move our clients make, creating capacity and removing burden so they can focus on growth, opportunity and performance.

With over 50 years’ of expertise, 20 locations and 2,000 expert colleagues, clients know they can rely on us when their challenges are complex, time-critical and consequential.

ABOUT PRIVATE WEALTH & CORPORATE Helping clients protect wealth and achieve their goals

Our Private Wealth & Corporate team helps individuals, families and businesses manage the complexity of cross-border wealth and corporate structures. We take care of the governance, administration and regulatory obligations that can otherwise consume clients’ time and distract them from protecting their wealth, growing their business and planning for the future.

For clients, this means coordinated support across their structures, clearer oversight and greater control. By providing trusted governance and administration at every stage, we reduce operational burden and risk, giving clients more time and confidence to focus on what matters most to them.

To find out more about Ocorian and our services, including regulatory information, visit

Job Description Purpose of the Job

Begin or continue your career in Private Client Services by supporting the administration of trust and company structures for a diverse portfolio of clients. Working alongside experienced colleagues, you'll contribute to the smooth day-to-day operation of client entities while gaining valuable exposure to trust administration, corporate governance, regulatory requirements and client service. This role offers an excellent opportunity to build your technical knowledge, strengthen your organisational skills and develop a broader understanding of the trust and corporate services industry.

Through close collaboration with administrators, managers and directors, you'll play an important role in delivering accurate, timely and professional support while helping maintain the high standards of service our clients expect.

Main Responsibilities

• Support the administration of client entities, helping to ensure activities are carried out in line with governing documents, statutory requirements and internal procedures.
• Assist with the preparation and maintenance of client documentation, including correspondence, meeting minutes, attendance notes and other corporate records.
• Coordinate routine administrative activities and support colleagues in delivering a high standard of service across a portfolio of trust and company structures.
• Maintain accurate records and update internal databases to ensure client information remains complete and current.
• Assist with billing administration and related processes, helping to ensure accurate and timely client invoicing.
• Build an understanding of local regulatory and compliance requirements and apply this knowledge to day-to-day activities.
• Monitor client matters, identify potential issues and elevate risks appropriately in line with Ocorian policies and procedures.
• Contribute to a collaborative team environment by supporting colleagues, sharing information and assisting with ad hoc projects and departmental initiatives.

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Qualifications Knowledge, Skills and Experience

• Educated to A-Level or degree standard, with a willingness to work towards a relevant professional qualification such as CGI or STEP.
• Strong IT skills and confidence using business systems and Microsoft Office applications.
• Good…