Jobs at Ocorian

Provides strategic leadership and governance oversight across private client and fiduciary structures. Acts as a director or trustee, advises high-net-worth clients, oversees regulatory compliance and risk, leads teams, supports strategic transformation, and manages relationships with regulators, advisers, and senior stakeholders. The role requires substantial fiduciary, board-level, wealth structuring, tax, and regulated-business experience.

Supports the administration of trust and company structures for private wealth clients. Responsibilities include maintaining client records and corporate documentation, coordinating routine administrative activities, assisting with billing and invoicing, applying regulatory requirements, monitoring client matters, escalating risks, and supporting team projects. The role offers early-career development in trust, corporate, and private client services while working collaboratively with administrators, managers, and directors.

Manage trust and company administration for private wealth clients, including complex entities, statutory governance, tax compliance, client correspondence, meeting documentation, accounting oversight, billing, records, reviews, and regulatory risk escalation. Serve as a primary client contact, coordinate with finance and directors, and mentor junior colleagues while supporting managers and team development.

Manage a portfolio of trusts, companies, and private wealth structures for international clients. Responsibilities include building client relationships, supporting transactions and governance activities, meeting regulatory requirements, collaborating with accounting, compliance, and finance teams, and improving client experience, risk management, and operational performance.

Provides company secretarial and corporate administration services for Bermuda-based and international clients, primarily in insurance. Coordinates board and shareholder meetings, maintains statutory records, manages corporate actions, completes regulatory filings, supports incorporations, conducts KYC reviews, and assists with billing. Builds client and regulator relationships while ensuring governance, compliance, and corporate obligations are fulfilled.

Provides compliance consulting to investment management clients, supporting regulatory filings, registrations, examinations, marketing reviews, trade surveillance, communications monitoring, regulatory change assessments, issue investigations, and compliance training. The role requires client-facing communication, accurate documentation, and practical guidance across SEC, CFTC, NFA, and state regulatory obligations.

Manage a portfolio of insurance clients while delivering accounting, administration, financial reporting, regulatory support, and operational services. Prepare and oversee US GAAP and IFRS reporting, support Bermuda insurance filings and stock exchange activities, maintain relationships with auditors, regulators, brokers, banks, and service providers, and contribute to client growth and process improvement.

Own accounting and financial reporting for designated jurisdictions, including management accounts, statutory statements, tax returns, reconciliations, treasury support, audits, regulatory filings, and group consolidation. Provide technical accounting guidance, support process improvements and automation, and coach junior finance colleagues. Collaborate across jurisdictions with auditors, stakeholders, and finance teams to deliver accurate reporting and business insights.

Supports client onboarding, corporate administration, governance, statutory filings, and ongoing management of debt structures and securitisation vehicles. Builds relationships with clients, advisers, banks, regulators, and external partners; coordinates meetings, documentation, issuance and redemption processes, records, billing, and client service activities. The role requires strong financial-services administration knowledge, attention to detail, organisation, and communication skills.

Leads Bermuda’s ongoing monitoring program, including periodic client reviews, trigger events, risk reassessments, sanctions and PEP screening, adverse media reviews, and transaction monitoring investigations. Owns complex and high-risk cases, provides technical oversight and escalation support, tracks team performance and quality, and partners with senior stakeholders and regulators on audits, inspections, reporting, and control improvements.

Supports business operations, regulatory reporting, governance, process improvement, automation, system enhancements, and strategic projects. Produces management reports, dashboards, and data analysis to identify trends and improvement opportunities. Assists with regulatory filings, action tracking, audit evidence, process documentation, testing, project records, and cross-functional operational delivery.

Leads MLRO and regulatory advisory services for Luxembourg fund structures, acting as Responsable du Controle under CSSF requirements. Oversees AML/CTF risks, cross-jurisdictional compliance roles, regulatory assessments, governance documentation, and audit readiness. Supports business development and market expansion while maintaining client relationships through regulatory insight, training, communications, and project delivery.

Supports operational delivery, management information, regulatory reporting, process improvement, and project activities. Responsibilities include maintaining dashboards and trackers, analyzing workflow and service data, supporting regulatory filings and governance, documenting processes and requirements, coordinating testing and implementation, and assisting with workflow administration and operational coordination across the Bermuda Client Excellence function.

Supports FATCA, CRS, and other regulatory reporting across multiple jurisdictions. Responsibilities include maintaining tax and compliance data, preparing submissions to tax authorities, managing registrations, monitoring regulatory developments, contributing to guidance and process improvements, and collaborating on compliance projects for global clients.

Provides regulatory advisory services to asset managers and alternative investment firms. Leads compliance reviews, policy development, regulatory registrations, examination support, and other regulatory projects. Advises clients on regulatory developments and compliance risk while managing multiple engagements, resources, and client relationships. Contributes to business development, proposals, thought leadership, industry events, and technical training.

Lead and review management accounts, financial statements, investor reporting, and fund accounting activities. Manage client, auditor, and adviser relationships while ensuring compliance with accounting standards, regulations, and internal policies. Improve processes and controls, deliver accurate and timely reporting, and mentor junior colleagues. The role requires strong technical accounting expertise, professional qualification, clear communication, and attention to detail.

Advise asset managers, fund managers, and financial services clients on regulatory compliance across licensing, framework design, MAS audits, and regulatory change programs. Manage client portfolios, serve as a primary contact, build relationships with regulators and stakeholders, identify business opportunities, lead proposals and networking, and provide practical guidance on regulatory developments. Contribute to thought leadership, internal knowledge sharing, and training.

Manages accounting, administration, regulatory compliance, and reporting for a portfolio of primarily Bermuda-registered insurance clients. Responsibilities include maintaining accounting records, preparing US GAAP and IFRS financial statements, statutory insurance returns, coordinating listing services, liaising with clients and regulators, monitoring internal controls, and supporting business development.

Assist with administering trust structures, conducting trust and investment reviews, monitoring transactions, reconciling bank statements, billing and collecting receivables, and maintaining accurate trust records and client databases. The role also involves responding to correspondence, supporting client meetings, and liaising with beneficiaries, bankers, investment managers, attorneys, and other professional advisers while maintaining confidentiality and regulatory awareness.

Administer a portfolio of trusts, ensuring regulatory compliance, accurate records, transaction and investment reviews, financial statement and bank statement review, billing and collections, and timely client correspondence. The role involves interpreting trust deeds, coordinating with beneficiaries and financial intermediaries, supporting client meetings, maintaining trust databases, and contributing to staff development and company initiatives.