Assistant Manager | Corporate Services

Company 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. 

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. 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 with Ocorian. 

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

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. 

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. 

What's In It For You?

• Competitive salary.
• We are globally hybrid (please check the specifics for this role during interview process).
• Flexible working hours.
• Private Pension Plan fully paid by the company after probation.
• Private medical insurance with Catastrophe cover fully paid by the company.
• Employee recognition program and spot bonuses.

Job Description

Purpose of the Job

Join a high-performing Corporate Services team and play a key role in delivering an exceptional experience to a diverse portfolio of clients. As an Assistant Manager, you'll combine client relationship management, operational oversight and people leadership to help drive the success of both your portfolio and team. This is an exciting opportunity to strengthen client partnerships, contribute to business growth and develop talented professionals, while ensuring the delivery of high-quality, compliant and efficient services. You'll work closely with a variety of stakeholders, identify opportunities to add value and play an important role in fostering a culture of excellence, collaboration and continuous improvement.

Main Responsibilities

• Lead the day-to-day management of a client portfolio, ensuring deliverables are completed accurately, efficiently and in line with agreed timelines and quality standards.
• Build and maintain strong client relationships, acting as a trusted point of contact and identifying opportunities to enhance service delivery and support portfolio growth.
• Oversee billing, invoicing, cash collection activities and portfolio performance to support strong commercial outcomes.
• Ensure client records, documentation and operational processes are maintained to high standards and remain compliant with internal policies and regulatory requirements.
• Monitor key operational, compliance and risk management activities, ensuring issues are resolved promptly and obligations are met.
• Coordinate board meeting processes, including the timely preparation of meeting materials, meeting administration and follow-up actions.
• Lead, coach and develop a high-performing team through effective delegation, ongoing feedback, knowledge sharing and performance support.
• Foster a collaborative, client-focused culture while driving operational excellence, continuous improvement and strong stakeholder engagement.

#LI-EM1
#LI-Hybrid

Qualifications

Knowledge, Skills and Experience 

• Bachelor's degree in a relevant discipline; a Master's degree or professional qualification (such as ACCA, CFA, CGI or equivalent) would be an advantage.
• 5-8 years' experience within Corporate Services or a similar financial services environment, including experience mentoring, supervising or leading a team.
• Strong knowledge of corporate services, governance and regulatory frameworks, with familiarity with relevant legislation such as the Financial Services Act, Companies Act, Insurance Act and Income Tax Act.
• Proven ability to build trusted client relationships, manage stakeholder expectations and deliver a consistently high standard of client service.
• Strong commercial awareness, with experience managing portfolio performance, billing processes and identifying opportunities to enhance client value.
• Proficiency in document management and client administration systems, combined with excellent organisational, communication and leadership skills.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. 

Videos To Watch