The Role
Support the Private Wealth team with formation and administration of trusts, companies and foundations; prepare minutes, resolutions and filings; liaise with clients and third parties; process payments, invoices and fee collections; supervise and train trainees; ensure compliance with AML and regulatory requirements; identify and implement process improvements and undertake project work as required.
Summary Generated by Built In
At Ogier, we are deeply committed to fostering an open and progressive work environment, where our people-first culture continuously supports and enhances career development.
By joining us, you will work under the supervision of an experienced team member, supporting them and the wider team in the provision of tailored solutions for Ultra High Net Worth Individuals, Family Offices, and Charities. Our client portfolio is globally extensive, encompassing a wide array of Trusts, Companies, Foundations, and Asset Holding Structures (for collectibles, marine, and aviation).
The team operates in a flexible manner, without rigid division of responsibility based on client type or geography. Therefore, this is a exceptional opportunity for individuals eager to embrace a genuinely varied workload and gain extensive exposure to the world of Private Wealth. If you are passionate about expanding your professional horizons in a dynamic and supportive environment, we would love for you to be a part of our team.
Key Responsibilities
- The formation and ongoing administration of a portfolio of Trusts, Companies, Foundations, and high-value Asset Holding Structures
- Preparation of minutes, resolutions and correspondence, coordinating of the timely execution of documentation, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records
- Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers as required
- Processing of bank payments, reconciliation of payment logs and approvals
- Production and circulation of invoices, fee collection and chasing debtors
- Pro-actively take on and support additional responsibilities and administration tasks as required by your manager or clients
- Supervise and assist in the training of Trainee Administrators and provide feedback and identify any additional training needs to your direct manager
- Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
- Support an 'Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency
- Contribute towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience
- Ensure compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist Financing and reporting of suspicious activity or transactions, client due diligence and record keeping
- Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager
Skills, Knowledge and Expertise
- 1-3 years’ relevant experience in the finance industry, preferably within Trust and Private Wealth administration
- Strong academic background, preferably Bachelor’s degree or equivalent. Ideally working towards or holding a professional qualification such as STEP or ICSA (CGI)
- Excellent written and verbal communication skills
- Working knowledge of the MS Office package (Outlook, Word, Excel, Power Point). Experience in using Viewpoint would be an advantage.
- Good understanding of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations
- Experience working with both Jersey and Guernsey structures
- Responsive and client focused with strong organisational skills and attention to detail. Ability to deal with tasks independently and use own initiative
- Must be committed and driven to achieving excellence for themselves, their clients and their team
About
Ogier is committed to creating an inclusive and diverse workplace where everyone feels valued and respected. We’re committed to making our recruitment process inclusive and comfortable for everyone. We welcome applications from all backgrounds and communities, and we strive to ensure equitable opportunities for all candidates. If you need any reasonable adjustments at any stage in your recruitment journey with us, please let us know, we’ll be happy to work with you to ensure you have the best possible experience.Ogier provides legal advice on BVI, Cayman, Guernsey, Irish, Jersey and Luxembourg law. Our network of locations also includes Beijing, Dubai, Hong Kong, London, Shanghai, Singapore and Tokyo. Legal services for the corporate and financial sectors form the core of our business, principally in the areas of banking and finance, corporate, investment funds, dispute resolution, private equity and private wealth. We also have strong practices in the areas of employee benefits and incentives, employment law, regulatory, restructuring and insolvency and property. Ogier's corporate administration business, Ogier Global, incorporates and administers a wide variety of vehicles including public and private companies, partnerships and trusts. Ogier is based in 13 jurisdictions including Beijing, BVI, Cayman Islands, Dubai, Guernsey, Hong Kong, Ireland, Jersey, London, Luxembourg, Shanghai, Singapore and Tokyo.
Skills Required
- 1-3 years relevant experience in the finance industry, preferably within Trust and Private Wealth administration
- Strong academic background, preferably Bachelor's degree or equivalent
- Working towards or holding professional qualification such as STEP or ICSA (CGI)
- Excellent written and verbal communication skills
- Working knowledge of MS Office (Outlook, Word, Excel, PowerPoint)
- Experience using Viewpoint
- Good understanding of applicable statutory laws and regulatory requirements, including anti-money laundering regulations
- Experience working with Jersey and Guernsey structures
- Strong organisational skills, attention to detail and client-focused responsiveness
- Ability to supervise and train Trainee Administrators
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The Company
What We Do
Ogier is an international professional services firm that provides legal, corporate, fiduciary, and consulting services. They operate globally, managing complex transactions for financial institutions, professional advisers, and regulatory bodies. The firm is known for its pragmatic, targeted advice and a collaborative approach across various jurisdictions, including the BVI, Cayman Islands, Guernsey, Ireland, Jersey, and Luxembourg.






