Senior Associate | Private Client (12-month Maternity Cover)

Purpose of the Job

You shall be responsible for the accurate and efficient administration of a varied portfolio of entities, including asset leasing companies, holding companies and various trust structures. You shall ensure any corporate risk is minimised and all structures remain compliant with Ocorian's established policies and procedures and relevant legislation. Where required, provide leadership and direction to other fee earners and administrative staff within Ocorian and any such other activities as may be reasonably required by the role.

Main Responsibilities

• Delivering exceptional services within agreed service levels and budgets
• Displays a methodical approach to complex administration and manages the high volume client workload
• Setting up and maintaining accurate and complete records for client entities
• Assisting management with the general administration of client entity processes
• 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
• Ensuring correct filings of statutory forms
• 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
• The review of all appropriate bank statements
• Monitoring the administration files, receipt of instructions from and communicate with the client
• Ensuring compliance with all Ocorian's policies and procedures and all relevant legislation
• Assisting the Manager in the supervision of any Administrators, as required
• Assist with training and developing subordinate staff, as required
• Billing and the collection of receivables
• Completes all internal compliance documentation and other record keeping systems as may be required within the delegation of authority
• Monitor and reduce exposure to risk
• Assist with the development of client relationships (internal and external)
• Liaising with all interacting intermediaries including corporate administrators, bankers, protectors, investment advisors, settlors and beneficiaries etc.
• Assists with promoting the reputation of the business within the group and introducers

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