Senior Trust Officer

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
• Hybrid working
• Flexible working hours
• Annual Salary Review
• Pension 
• Private medical insurance
• Life assurance
• Income protection & Critical illness

Purpose of the Role

The Senior Trust Officer will undertake a variety of duties within a small trust team managing the administration of their own portfolio of Trust and Company structures, for both private and corporate clients and maintain a wide and detailed knowledge and understanding of company and trust administration generally, to include money laundering, compliance and relevant legislation.

They will also be required to assist more junior staff members in order to share their experience, technical knowledge and experiences of the finance industry and assist with ad hoc projects as and when required.

Main responsibilities

• Management and coordination of daily administration of trusts and companies.
• Building relationships with and liaising with clients, bankers, brokers and other professional advisors and related parties.
• Periodic file reviews.
• Complying with KYC procedures.
• Client billing and collection.
• Involvement in the take on of New Business.
• Maintenance of statutory records.
• Review of agreements including property contracts and other legal documents.
• Management of own portfolio including coordinating mandate specific transactions.
• Providing technical support to more junior staff members
• To ensure the achievement of a minimum of 25 hours per year relevant CPD (a maximum of 5 of which may be relevant reading). To ensure that CPD records are maintained and updated regularly and are accounted to HR on a regular basis.
• Any other such duties that may be reasonably required.

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Knowledge, skills and experience

• ICSA or STEP qualified (or part qualified).
• Minimum of 5 trust administration experience.
• Good experience of reviewing and understanding highly technical documentation.
• Keen attention to detail and good internal/external communication skills.
• Computer literate with good knowledge of Excel and Word.
• CPD is a compulsory requirement for all trust company business employees.

Competencies

• The ability to work as part of a team and lead by example.
• The ability to interact with colleagues at all levels in the Company.
• Willingness to operate in a hands-on capacity as part of a close-knit team.
• The drive to make continuous improvements.

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.