Job Description
Purpose of the role
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
* Client administration — Handle day‑to‑day administrative tasks for a portfolio of clients and support team members as needed.
* Trust and share plan knowledge — Build understanding of trust and share plan administration, Employee Benefit Trust work, and key money‑laundering and regulatory considerations.
* Workload management — Complete tasks to the required standard within agreed timescales and meet objectives set by senior staff and through the appraisal process.
* Client and intermediary relationships — Develop professional relationships with clients and intermediaries, maintain high standards of client care, and ensure full compliance with KYC policies and procedures.
* Team collaboration - Provide constructive feedback on delegated tasks and build strong working relationships within the team.
#LI-BF1
#LI-Hybrid
Qualifications
Knowledge, Skills and Experience
* Working toward a relevant certification (ICSA, STEP, CIB, ACCA).
* Strong organisational and time‑management skills, with the ability to manage EBT/share plan tasks and flag issues to the Senior Client Manager.
* Client communication — Professional interpersonal skills and clear, appropriate communication with clients and intermediaries.
* Attention to detail — Diligent, careful approach to all tasks, checking understanding where needed.
* Interest in financial services — Genuine interest in financial services and employee benefits, and how they add value for clients.
* CPD compliance — Commitment to required CPD, including a minimum of 25 hours per year (up to 5 hours via reading), with accurate and up‑to‑date records submitted to HR.
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 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.