Administrator - Private Clients

Purpose of the Job

Develop your career in corporate and trust administration while working with a diverse portfolio of clients and structures. In this role, you'll gain broad exposure to client relationship management, governance, compliance and operational delivery, helping to ensure the smooth administration of trusts and companies. You'll work closely with clients, colleagues and stakeholders to deliver high-quality services, contribute to business objectives and support the continued success of your portfolio. This is an excellent opportunity to strengthen your technical knowledge, enhance your client management skills and take on increasing responsibility within a collaborative and professional environment.

Main Responsibilities

• Manage a portfolio of trusts and companies, helping to deliver efficient, compliant and client-focused administration services.
• Prepare and review corporate documentation, including minutes, resolutions, agreements and other client deliverables, ensuring accuracy and attention to detail.
• Build strong relationships with clients and stakeholders, providing timely support and developing a deeper understanding of their needs and objectives.
• Collaborate with internal and external teams to maintain accurate records and uphold data integrity across client and compliance systems.
• Support the delivery of services in line with regulatory requirements, internal policies and established operational standards.
• Contribute to the development of colleagues by sharing knowledge, supporting day-to-day queries and acting as a trusted team resource.
• Assist with billing activities and portfolio administration, including monitoring aged debt positions and supporting strong financial management practices.
• Participate in strategic initiatives and continuous improvement efforts that enhance client service and operational effectiveness.

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Knowledge, Skills and Experience  

• Educated to A-Level standard or equivalent, with a degree in a relevant discipline or progress towards a professional qualification such as CGI/ICSA.
• 2-5 years' experience in company, trust or corporate administration, supported by a solid understanding of trust and company structures.
• Strong digital proficiency, including Microsoft Office applications and business systems, with the ability to work confidently with client data and records.
• Excellent communication and relationship-building skills, with the ability to engage effectively with clients, colleagues and stakeholders.
• Well-organised and detail-oriented, with strong judgement, accountability and the ability to manage priorities while maintaining high-quality standards.
• Demonstrated ability to collaborate, support others and contribute positively to a high-performing team environment.

All staff 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, efficient and effective.
• 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.
  Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.