Manager; Private Client

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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.

We’re a trusted partner to over 8,000 clients globally. With more than 1,800 colleagues in 20+ countries, we operate worldwide, providing a seamless client experience across borders and service lines.

To provide professional trust and company administration services to a varied portfolio of clients within the Private Client department. At all times to comply with the Policies and Procedures of Ocorian to ensure smooth operation of the department and the provision of professional and high‑quality service to clients and their advisers.

• To administer a portfolio of more complex, demanding and/or high‑risk trusts, companies and other entities to ensure all activities fall within statutory requirements and governing documents.
• To provide support to Associates and Senior Associates enabling them to administer a portfolio of trusts, companies or other entities.
• 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 Associate Director/Director if the demands of the correspondence exceed capabilities.
• To prepare detailed attendance notes of any telephone communication and ensure they are retained on client files and circulated to relevant staff members.
• 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 through effective liaison with the Client Accounting Solutions team.
• Timely management of the billing process, reviewing billing summaries and draft invoices where appropriate, at established frequencies and to discuss these with the 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 for the team under supervision and to liaise with the Finance Department and Directors to ensure that control is maintained in managing 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 business.
• During periods of leave, to ensure that colleagues and Directors are fully briefed on any anticipated activities which may arise and that adequate resources are available in the team to maintain a high standard of service to clients.
• To manage risk exposure by ensuring Risk/Review procedures are followed at all times and be aware of the need for professional advice. Have a good understanding of local Regulatory matters. Monitor the risk profile of matters under administration and ensure that high‑risk matters receive the appropriate level of attention and monitoring. Escalate any issues arising promptly to other members of the management team and Directors as appropriate.
• To take responsibility for situations where team members or management may require assistance in relation to client relationships and attend meetings with clients and other professional advisers.
• To act as an authorised signatory in accordance with the Ocorian Policy & Procedures.

• To participate in and contribute to departmental management meetings and implement decisions taken or carry out any function/activity reasonably required by the Directors/Delegate of Ocorian.
• To manage the flow of new business, liaising with…