To provide support to directors of Ocorian Fund Services in the management of the business and overseeing a team of real estate administrators responsible for the day-to-day delivery of client services to a portfolio of fund, trust and/or corporate real estate investment structures, including supporting the on-boarding and off-boarding of business when required. Acting as a key point of contact for clients, managing clients and developing business opportunities with them to extend services where possible. Acting as a director on the boards of client companies and/or Ocorian's corporate directors and/or Ocorian's corporate trustees.
Assist in the planning, development and implementation of Ocorian's Fund Services strategic plan, business plan and goals.
Monitor, manage, motivate, recruit and develop staff, including the development of skills and capability through on-going training.
Co-ordinate the team to deliver the highest standard of client service at all times, including the completion of key client deliverables, the meeting of fund and investment deadlines, the liaison with other functional/team managers within Ocorian, client directors and external third parties. Also, ensure the team deals with incoming correspondence expeditiously and prepares and files telephone attendance notes of all calls.
Develop positive and long-lasting client relationships between relevant Ocorian directors/staff and client contacts.
Manage the team’s fees to ensure that billing is completed accurately and timely in accordance with client contracts and that agreed margins are maintained in the delivery of client services. Undertake fee reviews. Monitor and manage fee debtors to ensure fees are paid promptly.
Generate business development opportunities for Ocorian's business lines across all locations and where applicable co-ordinate the on-boarding of new business.
Ensure Ocorian's Fund Services technology is utilised and developed so as to maximise its use and functionality enabling the ongoing development of client services.
Ensure the team comply with Ocorian's policies and procedures at all times and participate in their ongoing review and development. Ensure business risk is managed at all times.
Act as an authorised signatory in accordance with policies and procedures.
Act as a director on the boards of client companies and/or Ocorian's corporate directors and/or Ocorian's corporate trustees as required by the directors of Ocorian Fund Services
Provide expertise, advice and guidance to the business as required, including the participation on committees and working group.
Restrictions on day to day responsibilities
No new business is to be taken on unless it has been approved by the New Business Acceptance Committee.
Where participating in board meetings of Ocorian companies not to act as the chairman nor participating in such meetings only with another associate director.
Only acting as an A signatory within Ocorian and only in relation to familiar client structures.
Agreeing fees, writing off fees or writing down fees only with prior approval of Line Manager.
Agree to the sign off of risk/compliance reviews and corrective action points only after the consultation and approval of line manager and Ocorian's lead director for the client structure concerned.