Administrator - Private Wealth

Job Description

Purpose of the Job

Begin or continue your career in Private Client Services by supporting the administration of trust and company structures for a diverse portfolio of clients. Working alongside experienced colleagues, you'll contribute to the smooth day-to-day operation of client entities while gaining valuable exposure to trust administration, corporate governance, regulatory requirements and client service. This role offers an excellent opportunity to build your technical knowledge, strengthen your organisational skills and develop a broader understanding of the trust and corporate services industry. Through close collaboration with administrators, managers and directors, you'll play an important role in delivering accurate, timely and professional support while helping maintain the high standards of service our clients expect.

Main Responsibilities

• Support the administration of client entities, helping to ensure activities are carried out in line with governing documents, statutory requirements and internal procedures.
• Assist with the preparation and maintenance of client documentation, including correspondence, meeting minutes, attendance notes and other corporate records.
• Coordinate routine administrative activities and support colleagues in delivering a high standard of service across a portfolio of trust and company structures.
• Maintain accurate records and update internal databases to ensure client information remains complete and current.
• Assist with billing administration and related processes, helping to ensure accurate and timely client invoicing.
• Build an understanding of local regulatory and compliance requirements and apply this knowledge to day-to-day activities.
• Monitor client matters, identify potential issues and escalate risks appropriately in line with Ocorian policies and procedures.
• Contribute to a collaborative team environment by supporting colleagues, sharing information and assisting with ad hoc projects and departmental initiatives.

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Qualifications

Knowledge, Skills and Experience

• Educated to A-Level or degree standard, with a willingness to work towards a relevant professional qualification such as CGI or STEP.
• Strong IT skills and confidence using business systems and Microsoft Office applications.
• Good interpersonal and communication skills, with the ability to build positive working relationships with colleagues and clients.
• Well-organised and detail-oriented, with the ability to manage priorities, work accurately and maintain high-quality standards.
• A proactive and solutions-focused approach, supported by enthusiasm, adaptability and a willingness to learn.
• Collaborative team player with a strong interest in developing a career within trust, corporate or private client services.

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 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 [email protected].

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.