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Urgent! Assistant Manager - Private Clients Job Opening In WorkFromHome – Now Hiring Ocorian

Assistant Manager Private Clients



Job description

Ocorian is connecting talent with opportunity on a global scale.

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

We have a culture of support and recognition, providing tools and opportunities for growth while unlocking the most value for our clients.

Job Description

The purpose of this job is to manage the day-to-day administration of a varied portfolio of trust structures and maintain a wide and detailed knowledge of trust administration.

The main responsibilities include:

  • Managing trust structures and maintaining knowledge of trust administration, including money laundering, compliance, and relevant legislation.

  • Fulfilling fiduciary duties as a trustee, attending to trustee resolutions, distributions, and compliance reviews.

  • Maintaining client files and common folders.

  • Administering and managing a growing portfolio of trust relationships.

  • Observing anti-money laundering, compliance, and relevant legislation.

  • Assisting with on-boarding new trust structures and due diligence checks.

  • Attending to statutory filings, transactions, and maintaining statutory records.

  • Delivering a responsive, high-quality service to clients.

  • Liaising with external parties, including bankers, lawyers, and accountants.

  • Collaborating with internal stakeholders for relationships serviced by multiple jurisdictions.

  • Ensuring billing and debt collection is carried out effectively.

Qualifications

The ideal candidate will have:

  • A degree in Law, Accounting, Finance, or a relevant field.

  • At least 6 years of relevant experience in the trust industry and/or company secretarial practice.

  • A good level of technical knowledge of trust and corporate products, investments, accounting, and tax law.

  • Excellent organisational, client management, and people management skills.

  • Professional manner with excellent written and oral communication skills.

  • Ability to work in a team and collaborate with colleagues to drive service excellence.

What's In It For You

We offer a range of benefits, including:

  • Pension scheme
  • Dental cover
  • Gym subsidy
  • Annual salary review
  • Flexible working hours
  • Hybrid working

Equal Opportunities

We are an equal opportunity employer and welcome applications from all qualified candidates.

Please contact us at if you require any assistance with the application process.

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Required Skill Profession

Management & Leadership



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    Unlock Your Assistant Manager Potential: Insight & Career Growth Guide


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