Assistant Trust Manager

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  
• 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

Purpose of the role: 

Responsible for administering a portfolio of local and international trust companies, and minimizing corporate risk by ensuring compliance with Ocorian Services (Bermuda) Limited's established policies and procedures and with current legislation. Provides leadership and direction to other fee earners and administrative staff within Ocorian Services (Bermuda) Limited -Trust Services and any such other activities as may be reasonably required by the role.

Main Responsibilities 

• Ensure the efficient administration of a portfolio of trust companies.
• Recording billable time averaging 5.5 hours per day.
• Setting up and maintaining accurate and complete records for trusts, utilising existing technology.
• Attending to client needs in a timely, professional manner and maintaining knowledge and control over assets and activities of trusts administered.
• Ensuring compliance with all Ocorian Services (Bermuda) Limited procedures and current Trustee Acts and Proceeds of Crime legislation.
• Ensuring legal compliance with the respective trust deeds by adhering to strict controls over all decisions and calling upon trust attorneys for advice or decisions where interpretation is required and or mandated. Billing and collection of receivables.
• Assist the Client Director-Trust Services in the supervision of Trust Officers and Trust Administrators as required. Assist Management with the general administration of client and company processes.

Knowledge, Skills and Experience 

• Formal trustee qualification or other related university or tertiary qualification.
• Minimum of 5 years' trusts administration experience exhibiting supervisory ability and leadership qualities.
• In depth knowledge of trust administration, including corporate trusts, together with broad accounting and investment knowledge.
• Ability to successfully train and develop staff.
• Uses initiative and works without the need for constant supervision. Have sound teambuilding and organizational skills.
• Proficient in the use of Microsoft Office suite of programs, specifically, MS Word.
• Possess highly developed written and oral communication skills.
• The ability to deal effectively and courteously with clients, attorneys and colleagues, and exercise discretion and confidentiality in all matters

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

• We are AMBITIOUS - We think and act globally, seizing every opportunity to support our clients and staff - wherever in the world they may be.
• We are AGILE - Our independence from any financial institution gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE - We take the time to understand our clients' needs so that we can deliver personalised solutions every time.

• 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 [email protected].

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