Administrator - Private Wealth

About the role

Ocorian's Private Wealth & Corporate team supports individuals, families and businesses with the governance, administration and regulatory obligations of cross-border wealth and corporate structures. This Administrator role begins or continues a career in Private Client Services, supporting the administration of trust and company structures for a diverse portfolio of clients. You will work alongside experienced colleagues, gaining exposure to trust administration, corporate governance, regulatory requirements and client service, and help deliver accurate, timely and professional support.

Key responsibilities

• Support the administration of client entities so that activities follow governing documents, statutory requirements and internal procedures.
• Assist with 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 so client information stays complete and current.
• Assist with billing administration and related processes to ensure accurate and timely client invoicing.
• Build an understanding of local regulatory and compliance requirements and apply it to day-to-day work.
• Monitor client matters, identify potential issues and escalate risks in line with Ocorian policies and procedures.
• Support colleagues, share information and help with ad hoc projects and departmental initiatives.

Required profile

• Educated to A-Level or degree standard, with a willingness to work towards a relevant professional qualification such as CGI or STEP.
• Well-organised and detail-oriented, able to manage priorities, work accurately and maintain high-quality standards.
• Proactive, solutions-focused and adaptable, with a willingness to learn.
• Collaborative team player with a strong interest in developing a career in trust, corporate or private client services.

Required skills

• Strong IT skills and confidence using business systems and Microsoft Office applications.
• Good interpersonal and communication skills, able to build positive working relationships with colleagues and clients.