Job Description
Purpose of the job
To provide support and assistance in the day-to-day administration of a varied portfolio of Employee Benefit Trust (EBT) 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
* To provide assistance with day-to-day administration tasks associated with a portfolio of clients and to assist other team members clients where required.
* To increase understanding of the mechanics of trust and share plan administration, and the main identifying features of EBT work. To develop understanding of more complex money laundering and regulatory issues.
* To manage workload and client priorities, and ensure workload is completed to a standard acceptable to the Senior Client Manager and Associate Director, and within agreed timescales. To achieve objectives set both by senior members of staff and during the appraisal process.
* To develop business like relationships with intermediaries and clients with whom the post holder comes in to regular contact, and to demonstrate a willingness to apply high standards of client care to all dealings with intermediaries or clients. To gain an understanding of Know Your Client (KYC) policies and procedures in order to ensure absolute compliance with KYC procedures in order to maintain knowledge of the client business.
* To give open and constructive feedback on delegated tasks, and build relationships with other team members.
* To ensure the achievement of a minimum of 25 hours per year relevant Continued Professional Development (CPD) (a maximum of 5 hours of which may be relevant reading). CPD is a compulsory requirement for all trust company business employees.
* And any other such duties that might be reasonably required for this role.
Qualifications
Qualifications
* Educated to A level or degree standard.
* The post holder should be willing to work towards a professional qualification.
Knowledge, skills and experience
* Strong IT skills.
* No funds/trust experience necessary but previous office experience would be an advantage.
* Good communication skills (written and spoken English).
* Diligence and care in all aspects of the job, and the willingness to check understanding of tasks through questioning
Competencies
* Good interpersonal skills are required to develop close working relationships with colleagues and clients.
* Flexibility, energy and enthusiasm.
* A solution drive attitude to problems.
* Good organisational skills and the ability to work methodologically and accurately.
* Team spirit.
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.