Purpose of role Provide trust and company administration services to a diverse Private Client portfolio, ensuring full compliance with Ocorian policies, regulatory standards and high‑quality client service.Key ResponsibilitiesManage complex client entities including trusts and companies, ensuring all statutory and governance requirements are met.Maintain tax compliance through timely returns and payments.Handle client correspondence promptly and escalate when needed.Record and circulate detailed attendance notes.Prepare minutes and meeting documentation.Act as first point of contact for allocated client relationships.Oversee accounting records and annual accounts with the Client Accounting Solutions team.Manage billing cycles and review invoices with senior staff.Maintain accurate database and statutory records.Monitor aged debt and coordinate with Finance and Directors.Complete periodic client reviews as scheduled.Ensure colleagues are briefed before periods of leave.Maintain awareness of regulatory requirements and escalate risks appropriately.Support, mentor and guide junior team members.Assist Managers with daily operational needs and contribute to team development.#LI-BF1 
#LI-Hybrid 
