What's in it for youCompetitive salaryHybrid workingFlexible working hoursAnnual Salary ReviewsPension Private medical insuranceDental planLife assuranceIncome protection & Critical illnessPurpose of the Job The ideal candidate will be an ambitious professional who enjoys working with a small number of significant clients, delivering exceptional client service whilst adopting a positive attitude and working in a collaborative manner with colleagues and clients.Main ResponsibilitiesTo take responsibility for the administration and accounting needs of a number of high net worth individuals and their associated investment and philanthropic activity.With the support of the managers, maintain an organised approach to addressing tasks in hand and ad hoc client requests.To deal with incoming correspondence expeditiously. Reference should be made to the relevant supervisor if the demands of the correspondence exceed capabilities.To manage risk exposure by ensuring Ocorian policies and procedures are followed at all times.Be aware of the need for professional advice and have an awareness and understanding of local Regulatory matters.  Escalating any uncertainty or issues arising promptly as appropriate.During periods of absence, ensure that colleagues are fully briefed of any anticipated activities which may arise and that adequate resources are available to the team to maintain a high standard of service to clients.  Provide reciprocal assistance to the wider team to maintain a high standard of service, as required.To prepare detailed attendance notes of any telephone communication and circulate to relevant members of staff.When required, to prepare minutes and other meeting documents.To monitor the aged debt position of matters under administration and to liaise with the Accounts Department and Directors to ensure that a tight control is maintained over the value and length of aged debts.To ensure that periodic reviews of clients' matters are undertaken in accordance with the timetable set by the Director.To mentor and support the training of more junior members of staff with supervision and guidance from the Manager.Carry out any function/activity required by the Manager, Management team or Directors from time to time.Proactively undertaking projects and technical transactions as required.#LI-JM1
#LI-Hybrid
