Trust Associate; Private Clients

Job Description

• 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

• 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

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.