Associate (Private Clients)

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.

Main Responsibilities

• Strong understanding of trust regulatory requirements and adherence with Ocorian's policies and procedures
• Ability to comprehend trust deeds
• Administers a portfolio of trusts with billable time averaging 5.5 hours per day
• The ability to conduct Trust Reviews, investment reviews, and ongoing-transaction monitoring
• Ability to review and understand trust financial statements
• Reviews all appropriate bank statements and arranges for monies to be placed upon deposit as necessary.
• Ensure billing and collection of receivables
• Ensures accuracy and detail of trust records, the trust file and computer database.
• Attends to all incoming correspondence within 3 working days.
• Attends to client needs and prepares and holds meetings, as required.
• Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries.
• Displays a mature approach to complex trust administration and high volume client workload.
• Takes an active role in personal development and company development

QUALIFICATIONS

• Formal trustee qualification (TEP or ICSA) or other related university or tertiary qualification.
• A minimum of 5 years’ trust administration experience demonstrating the ability to use initiative and work independently.
• Broad knowledge of trust and estate administration, including corporate trusts, together with accounting and investment knowledge.
• Assists with training and developing staff.
• Possesses good teambuilding and organizational skills.
• Proficient in the use of Microsoft Office suite of programs, specifically MS Word.
• Strong 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 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 [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.

information will be kept confidential according to EEO guidelines.