Are you a Client Manager that is looking for a move to a great company with a wonderful benefits package, hybrid working opportunities and encouraged progression?

Our client is looking for a Senior Client Manager to join their Corporate Services team; someone who will act as the senior lead for a diverse portfolio of clients.

As Senior Client Manager, your main responsibilities would include; the day-to-day administration of the portfolio, to develop client and intermediary relationships, to ensure billing and debt collection is carried out effectively and in timely manner etc.

Interested to find out more? Get in touch!

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Administrator – EBT

Other Saint Helier, Jersey Full-time

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Company Description

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 o ices.

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.

Job Description

To manage the day-to-day administration of a varied portfolio of Employee Benefit Trust structures and to maintain and develop a wide knowledge and understanding of employee share plan administration generally, to include anti-money laundering, compliance and relevant legislation.

Main Responsibilities

 To deal with day-to-day administration tasks associated with a portfolio of clients and to assist other team members clients where required

 To increase understanding of the mechanics of trust and share plan administration, and the main identifying features of Employee Benefit Trust work. To develop understanding of more complex money laundering and regulatory issues

 To ensure workload is completed to a standard acceptable to the Senior Client Manager, and within agreed timescales. To achieve objectives set both by senior members of sta and during the appraisal process

 To develop business like relationships with intermediaries and clients with whom the post holder comes in to regular contact, and to demonstrate a willingness to apply high standards of client care to all dealings with intermediaries or clients. To gain an understanding of KYC policies and procedures in order to ensure absolute compliance with KYC procedures in order to maintain knowledge of the client business

 To give open and constructive feedback on delegated tasks, and build relationships with other team members

 And any other such duties that might be reasonably required for this role

Qualifications Required

 Working towards a relevant professional qualification (e.g. ICSA, STEP, CIB, ACCA)

 Good organisational and time management skills, applied to knowledge of the mechanics of EBT and share plan administration. An ability to take responsibility for the completion of work within the engagement while staying alert to potential issues that need disclosing to the Senior Client Manager

 Professional manner, demonstrating good interpersonal skills and the ability to respond to clients’ needs. Also an ability to communicate e iciently and in a manner suitable to the client or intermediary being addressed

 Diligence and care in all aspects of the job, and the willingness to check understanding of tasks through questioning

 An interest in financial services and employee benefits in particular, and a genuine desire to learn how these can be used as tools for adding value to a client’s business

 CPD is a compulsory requirement for all trust company business employees

 To support the Group’s goals, and demonstrate the confidence to contribute ideas

 To manage own workloads and client priorities and to work to specific deadlines as agreed to with the team member responsible for the client

 To produce work with a high level of accuracy and attention to detail

 To ensure the achievement of a minimum of 25 hours per year relevant CPD (a maximum of 5 of which may be relevant reading)

 To ensure that CPD records are maintained and updated regularly and are accounted to HR on a regular basis

#LI-JM1 #LI-Hybrid

Additional Information

All sta 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, e icient and e ective.

 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.

Senior Administrator - EBT

Other Saint Helier, Jersey Full-time

 Home

Company Description

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 o ices.

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.

Job Description

To manage the day-to-day administration of a varied portfolio of Employee Benefit Trust structures and to maintain and develop a wide knowledge and understanding of employee share plan administration generally, to include anti-money laundering, compliance and relevant legislation. This position will require the post holder to work autonomously, whenever necessary, with the ability to support the team and senior employees to ensure workload is completed accurately, e ectively and e iciently.

Main Responsibilities

 To manage the day-to-day administration of a varied portfolio of more complex EBT structures, and to maintain a wide and detailed knowledge and understanding of EBT administration generally, to include money laundering, compliance and relevant legislation.

 To assist the Senior Client Manager in ensuring that group workloads are completed to the highest possible standards, within the agreed timescales and that the objectives of the group are fulfilled.

 To develop close working relationships with relevant clients within the group, and to strengthen key relationships through regular contact. To seek to provide innovative and practical answers to client queries, being alert to both commercial concerns and technical accuracy. To ensure absolute compliance with KYC procedures in order to maintain knowledge of the client business.

 To support the Senior Client Manager in order to guide, motivate and oversee sta in the group to ensure their workloads are undertaken professionally and without risk to the firm or clients. This includes training guidance, career development and the maximisation of potential where applicable.

 To ensure billing and debt collection is carried out e ectively and in a timely manner. In liaison with the Group Manager to negotiate fees to the mutual satisfaction of ETJL and clients.

 To assist the Group Manager in the development of new business. To maintain a broad general knowledge of issues a ecting the o shore industry, and be able to apply this knowledge in developing new and existing business.

 To attend marketing events and functions organised by intermediaries, whenever appropriate and possible.

 To support ETJL’s strategy, demonstrating the ability to generate innovative operational ideas and constructively challenge the status quo.

 Any other such duties that might be reasonably required for this role.

#LI-JM1 #LI-Hybrid

Qualifications Required

 An enhanced level of technical knowledge, to include a relevant professional qualification (e.g. ACCA Intermediate level, ICSA Diploma, CIB, STEP Diploma) together with experience at senior administration level in the o shore industry.

 Excellent organisational and client management skills, together with a full knowledge of current EBT legislation, and the local regulatory environment. This includes a high level of awareness of risk factors and compliance procedures.

 Professional manner with the ability to relate to persons at all levels, and to identify clients’ needs, responding to these quickly and e ectively.

 An advanced technical knowledge as above, including detailed knowledge of the trust company’s software and systems. Strong management skills to include a high level of integrity, excellent written and oral communication skills, and the ability to multi-task.

 Good time management skills, together with a thorough understanding of client files. In addition the post holder should have a strong appreciation of the importance of financial management issues.

 Good interpersonal and communication skills, essential to maintain and develop strong relationships with existing and potential clients, coupled with a strong awareness of marketing opportunities.

 Good interpersonal skills, with flexibility to attend after-hours functions where relevant.

 Reasonable knowledge and understanding of ETJL strategy and polices, and detailed knowledge of compliance and technical issues to enable you to act as role model for peer group and junior sta .

 CPD is a compulsory requirement for all trust company business employees.

Additional Information

All sta 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, e icient and e ective.

 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.

Senior Trust Administrator

Other Saint Helier, Jersey Full-time

 Home

Company Description

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 o ices.

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.

Job Description

Purpose of the Job

To provide professional trust and company administration services to a varied portfolio of clients in Private Client, and at all times to comply with the Policies and Procedures of Ocorian Services Limited.

Main Responsibilities:

 To administer a portfolio of trusts, companies and other entities and to ensure all activities fall within the guidelines/stipulations of the statutory or governing documents.

 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 supervisor if the demands of the correspondence exceed capabilities.

 To prepare detailed attendance notes of any telephone communication and circulate to relevant members of sta .

 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, where appropriate, through e ective liaison with the Client Accounting Solutions team.

 To manage the billing process, reviewing billing summaries and draft invoices where appropriate, at established frequencies and to discuss these with the Manager/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 to liaise with the Accounts Department and Directors to ensure that a tight control is maintained over 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 Director.

 To mentor and support the training of more junior members of sta with supervision and guidance from the Manager.

 To ensure that during periods of absence from the o ice, the relevant manager and colleagues are informed and fully briefed of any anticipated client related matters which may arise during the period of absence. In the event that colleagues are absent from the o ice to undertake administration of matters allocated to colleagues as required, to ensure the needs of the client are met.

 To ensure an awareness and understanding of local Regulatory requirements.

 Carry out any function/activity required by the Manager, Management team or Directors from time to time.

 Escalating any issues/risks arising promptly to the Manager or Directors where appropriate.

#LI-JM1

Qualifications Required

Knowledge Skills & Experience

 Educated to A level or degree standard.

 A minimum of two years trust and company administration experience.

 Ideally have completed a professional/relevant qualification to Certificate Level (e.g. ICSA/STEP).

 The post requires good technical knowledge with an understanding of local company and trust law and regulations.

 Strong IT skills.

Competencies

 Good interpersonal skills are required to develop close working relationships with colleagues and clients.

 Flexibility, energy and enthusiasm.

 A solution driven attitude to problems.

 Good organisational skills and the ability to work methodically and accurately.

 Team spirit.

Additional Information

All sta 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, e icient and e ective.

 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.

Trust Manager

Job details

Contractual hours

36.25

Basis

Full time

Package

Full details of the benefits package will be communicated later on in the process

Job category/type

Trust

Date posted

22/07/2024

Job reference

RH00049

Job description

Job Purpose:

To assist and support the Management team with the administration and management of Trust structures

Summary of Responsibilities:

 Always strive for excellent client service and delivery and help junior employees understand the Firm's ethos of excellence for them to do the same

 Managing a portfolio of Trusts and Companies for International High Net Worth individuals

 Overseeing an administration team including providing support and assistance in relation to client matters, training and appraisals

 Maintaining solid relationships with client and intermediaries and to ensure they receive the highest standard of service at all times

 Reviewing accounts files prepared by administrative team

 Liaising with tax advisors and ensuring compliance with tax planning advice and investment guidelines.

 Provision of information to tax advisors and review of US tax computations.

 Liaising with investment advisors and investment review team

 Liaising with external auditors

 Preparation of client meeting packs to include cashflows and budgets.

 Attendance at some client meetings and preparing meeting notes.

 Approving payments using online banking systems

 To ensure own and junior team members have completed time sheets on a daily basis

 Managing client WIP, billing and cash collection

 Question and analyse why chargeable hours targets are not achieved

 To achieve chargeability, WIP, recoverability and debtor targets within deadlines set for self and team

 Assisting with KYC and due diligence requests and recording of information

 To apply internal risk management procedures and ensure that the team applies them

 To apply and convey company values

 To give regular feedback on the general climate in the company at all levels

 To delegate in a considered and controlled way

 To objectively and regularly evaluate, formally and informally, the performance of juniors, and to take responsibility for his/her decisions

 Any other reasonable duties that may be assigned

Skills, knowledge & Attributes

 To be professionally qualified in ICSA/ACCA/ICAEW or equivalent

 To have 10 years+ experience working in a Trust & Company environment

 To have advanced accounting/administration skills

 Good knowledge and understanding of general UK and US tax principles

 To have an attitude that inspires respect and to be capable of taking the lead

 A high level of tact, diplomacy and confidentiality is essential due to the nature of the work

 Ability to be proactive with very close attention to detail to ensure work is of a consistently high standard

 Exceptional, administrative, analytical and organisational skills are essential, with accurate and timely completion of work

 Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels

 Working knowledge of Microsoft O ice packages and applications, particularly Word, Excel and Access

 To be able to use all standard business software

 Flexible, with the ability to work to time pressures

 Ability to manage own workload and prioritise accordingly

 To have an attitude that inspires respect and to be capable of taking the lead

 To be aware of the limits of his/her decision-making entitlement and not to take risks in this regard

 To be wary of confidentiality requirement versus information sharing (e.g. on personal situations or at company events)

 Team Player