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    Performance Management Assistant - United Kingdom - Ocorian group

    Ocorian group
    Ocorian group United Kingdom

    2 weeks ago

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    Description
    Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance
    We help clients succeed by unlocking new value through expertise, trust and scale.

    We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

    Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark withOcorian.


    Expertise:
    We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

    Working closely with your team director, to take responsibility for the day-to-day management of a team of Fund Administrators taking responsibility for the administration of a portfolio of client funds and investment structures on Ocorian's technology platform.

    Provide management and technical support to the team ensuring adherence with Ocorian policy and procedure at all times and liaising with the wider management team of Ocorian to ensure smooth operation of the business and the provision of professional and high quality service to clients for which Ocorian provides services.

    Personally administer a small number of more complex, demanding and/or high-risk funds or other entities (with team support as needed), as required from time to time.

    To manage risk exposure by ensuring Risk/Review procedures are followed at all times and be aware of the need for professional advice and have a good understanding of local Regulatory matters.

    Monitor the risk profile of client matters under administration and ensure that high risk matters receive the appropriate level of attention and monitoring.

    Escalating any issues arising promptly to other members of the management team and Directors as appropriate.

    To take responsibility for situations where team members or management may require assistance in relation to client relationships and attend meetings with clients and other professional advisers.

    To manage the team utilisation, billing and aged debt position of the team matters effectively
    To maintain a good understanding of local Regulatory requirements.
    To act as an authorised signatory in accordance with Ocorian Services Limited Policy & Procedures.
    General Management Responsibilities

    To participate in and contribute to management meetings and implement decisions taken or carry out any function/activity reasonably required by the Directors.

    To take an active role in projects to enhance client delivery and increased efficiently of the business.
    To carry out any function/activity required by the Management team or Directors from time to time.
    People Management Responsibilities

    To ensure a task list for the team is kept updated with details of key management responsibilities and deliverables.

    To take an active role in recruitment, annual staff appraisals, absence management and, with support and guidance from HR and your director, handle disciplinary and performance issues.

    #LI-Hybrid

    As a result of study and experience possess a comprehensive understanding and technical knowledge of fund/trust administration, Jersey Company Law and the tax implications of various structures.

    Ability to work using own initiative and make decisions within corporate policies.
    Strong time management and organisational skills.
    We are AGILE – We act on our initiative to get things done for our clients.
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