At Oak, we're building the next generation of private wealth and private capital services, powered by people and enabled by technology. With more than 25 years of expertise, over 200 colleagues across Guernsey, Jersey, the Isle of Man, Mauritius and The Bahamas and more than $19 billion in assets under administration, we're trusted by internationally connected families, entrepreneurs, family offices, founders, fund managers, investors and institutions around the world. As part of Opera, a privately owned financial services group, we're investing in our people, data, digital platforms and responsible use of AI to improve how work gets done, strengthen the client experience and give talented people more time to focus on judgement, relationships and higher-value work. We are building a business where people can develop specialist expertise, contribute to meaningful change and build rewarding careers. Find out more at www.operalimited.com.
JOB SUMMARY
The purpose of the role is to deliver excellent client administration to a portfolio of client trust and company structures and to support the Trust & Corporate as required. The job holder will liaise closely with the Trust team, clients and intermediaries. The role encompasses all aspects of administering a portfolio of company and trust structures.
KEY RESPONSIBILITES
Client Service & Relationships Administration of a portfolio of entities including (but not limited to); e-mail and telephone communication with clients and intermediaries; transactional work; payments; administration of a wide and varied range of asset types; drafting of minutes/resolutions and source documents for presentation by the Team Leader to the Client Committee Maintaining and building good relationships with clients and intermediaries through quality service
Responding to all client communications within 24 hours (including holding replies)
Preparation for and attendance at virtually held and locally based client meetings and preparation of the post meeting file note
Assisting the Directors and Senior Management with the on-boarding of new business
Completion of terminating and outgoing business within 3 months of notification
A quarterly review of all time billed to their portfolio Sending OTGL fee invoices to clients within 2 weeks of being issued by the Finance Team
Collecting OTGL fees within 1 month of being issued
Providing a C level signatory when suitably experienced Regulatory & Risk
Maintaining and updating Client Profiles and Risk Assessments
Keeping client due diligence up to date and compliant
Attending to and completion of Tasks within their due date
Signing off Periodic Reviews within 3 months of receipt
Completion of time sheets daily and reaching a monthly utilisation target
KEY COMPETENCIES & SKILLS
Minimum 1 years’ experience in an administrative role within Fiduciary Services
Open to undertaking a relevant Professional Qualification e.g. STEP, ICSA, ACCA
Minimum 5 GCSE’s (or equivalent) with English & Mathematics at Grade C or above
Good understanding of fiduciary services business including the regulatory requirements
Good IT skills, including practical experience of Microsoft Outlook, Word and Excel
Good written and verbal communication skills
Ability to work accurately with good attention to detail
A flexible attitude towards work and a willingness to assist other members of the team as required
Good time management, prioritisation and organisational skills
Demonstrates drive, ambition & willingness to learn A proactive approach to work & the ability to work under own initiative