Assistant Manager - Private Clients

Whats in it for you

• Competitive salary
• Hybrid working arrangement
• Flexible working hours
• Annual Salary Review
• Pension 
• Private medical insurance
• Dental plan
• Life assurance
• Income protection & Critical illness

Purpose of the Job

The ideal candidate will be an ambitious professional who enjoys working with a small number of significant clients delivering exceptional client service whilst adopting a positive attitude and working in a collaborative manner with colleagues and clients.

Main Responsibilities

• To take responsibility for the administration and accounting needs of a number of high net worth individuals and their associated investment and philanthropic activity.
• With the support of the managers maintain an organised approach to addressing tasks in hand and ad hoc client requests.
• To deal with incoming correspondence expeditiously. Reference should be made to the relevant supervisor if the demands of the correspondence exceed capabilities.
• To manage risk exposure by ensuring Ocorian policies and procedures are followed at all times.
• Be aware of the need for professional advice and have an awareness and understanding of local Regulatory matters.  Escalating any uncertainty or issues arising promptly as appropriate.
• During periods of absence ensure that colleagues are fully briefed of any anticipated activities which may arise and that adequate resources are available to the team to maintain a high standard of service to clients.  Provide reciprocal assistance to the wider team to maintain a high standard of service as required.
• To prepare detailed attendance notes of any telephone communication and circulate to relevant members of staff.
• When required to prepare minutes and other meeting documents.
• 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 staff with supervision and guidance from the Manager.
• Carry out any function/activity required by the Manager Management team or Directors from time to time.
• Proactively undertaking projects and technical transactions as required.

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Qualifications :

• Educated to A level or degree standard.
• Ideally the post holder will have already completed or be willing to complete a professional/relevant qualification.
• Ideally a minimum of 5 years experience in Trust and Company administration or a financial services environment.
• As a result of study and experience possess a comprehensive understanding and strong technical knowledge of your current area of expertise.
• Strong numerical skills and an attention to detail.
• Strong IT skills.

Competencies

• A solution driven attitude to problems
• Ability to work under pressure and meet deadlines
• Ability to be responsive to dynamic client requests
• The ability to effectively manage and motivate staff.
• Excellent interpersonal skills and the ability to communicate effectively with clients and colleagues at all levels
• Ability to work using own initiative and make decisions within corporate policies.
• Strong time management and organisational skills.
• Be committed to continuing professional education.

Additional Information :

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 were 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 theres anything we can do to make the process easier for you. You can reach us at .

Were 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.