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Trust Administrator; Private Wealth

Job in Hamilton, South Lanarkshire, ML3, Scotland, UK
Listing for: Ocorian
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 30000 - 40000 GBP Yearly GBP 30000.00 40000.00 YEAR
Job Description & How to Apply Below
Position: Trust Administrator (Private Wealth)
# Trust Administrator (Private Wealth)
Administrative Hamilton Full -time
* Home##### 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.#####

Job Description
** Purpose of role
** We are looking for a proactive and detail-oriented Trust Administrator to join our Private Client team. This is an excellent opportunity to gain exposure to a diverse portfolio of trust structures, working closely with clients, beneficiaries, bankers, investment managers and other professional advisers.
** Main Responsibilities
*** Assist with administering trust structures
* Assist with conducting Trust Reviews, investment reviews, and ongoing-transaction monitoring
* Assist with review and reconciliation of bank statements
* Assist with billing and collection of receivables
* Ensures accuracy and detail of trust records, the trust file and client database.
* Attends to all incoming correspondence within 3 working days.
* Assist with client needs and preparation of meetings, as required
* Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries.
* Takes an active role in personal development and company development.#LI-BF1  #LI-Hybrid##### Qualifications Required
** Knowledge, Skills and Experience
*** Currently holding the Foundation Certificate in International Trust Management would be a benefit but is not required
* Good organizational skills and the ability to prioritise workload
* Possesses good organizational skills
* Proficient in the use of Microsoft Office suite of programs, specifically MS Word with Viewpoint being an asset
* 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.##### 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…
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