Main Responsibilities

• Build your knowledge of client structures, governing documents, and fund administration processes to support the effective delivery of services.
• Take ownership of allocated administrative tasks, ensuring client matters are managed accurately, efficiently, and within agreed timelines.
• Act as a key point of contact for assigned cases, building strong working relationships with clients and internal stakeholders.
• Support the preparation of meeting documentation, attendance notes, statutory records, and other client deliverables to a high standard.
• Partner with Client Accounting Solutions and other internal teams to support accounting, reporting, billing, and related client activities.
• Maintain accurate client records, databases, and documentation, ensuring information remains current and accessible.
• Monitor client matters, identify potential risks or issues, and escalate them appropriately to support excellent client outcomes.
• Contribute to a collaborative team environment by supporting colleagues, sharing knowledge, and helping to deliver exceptional client service.

Qualifications Required

Knowledge, Skills And Experience

• Educated to A-Level or degree standard, with a willingness to work towards a relevant professional qualification.
• Strong communication and interpersonal skills, with the ability to build effective relationships with colleagues, clients, and stakeholders.
• Well-organised and detail-oriented, with the ability to manage priorities, maintain accuracy, and deliver high-quality work.
• Proficient in using technology and business systems; previous office-based experience would be beneficial, while fund or trust experience is not essential.
• Proactive, collaborative, and solutions-focused, with a positive attitude and a genuine interest in learning and developing within the financial services industry.
• Strong written and spoken English, with the confidence to communicate professionally and contribute effectively as part of a team.

Additional Information

Skills

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:

• 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.
• 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.
• 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.
• 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.
• 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.

For further information, and to apply, please visit our website via the “Apply” button below.