Associate (Private Clients)

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
We are looking for a new member to join our experienced Private Client Team.  The role encompasses the management of a portfolio of trusts and companies.

Dependant on experience level the Trust Associate may act as a supervisor to a more junior team member.

Main Responsibilities

Responsibilities include but are not limited to:

• The administration of a portfolio of trusts and corporate structures for a multinational HNW client base of individuals, corporates and family offices.
• Maintenance of records, drafting trust minutes and corporate resolutions.
• Bank/investment account openings, ongoing management of banking relationships.
• Establishing investment accounts and ongoing monitoring.
• Liaising with clients, drafting reports, attending meetings in response to their specific needs.
• The establishment of new structures including all aspects of trust formation, company incorporation and all compliance aspects to meet with regulatory requirements.
• Be involved in the client acceptance process in line with Ocorian's procedures; liaising closely with the Director responsible and the Client Acceptance Risk Committee.
• Work collaboratively with the compliance team to complete compliance reviews, gathering and updating due diligence and assisting in the preparation of periodic reviews.
• Liaising with Investment Management, including attendance at and recording of quarterly meetings with Enhance and the setting and regular review of investment policies.
• Management of residential and commercial property including insurance, property management agreements and liaising with letting agents.
• Liaising with Tax advisors in respect of annual tax reporting to ensure our structures are tax compliant.
• Regular training is provided through our GROW platform, with face to face in house and support provided for studying professional qualifications.
• Regular training is provided in relation to industry updates, taxation and regulatory changes.

#LI-DR1

#LI-Hybrid

• Minimum 1 year of experience in company and trust administration.
• Partially or fully STEP qualified or any related degree.
• Corporate experience would be good – Ideally corporate and trust
• Proficient in MS Work, Excel and Outlook.
• Excellent written and oral communication
• Experience of Viewpoint would be an advantage but not essential
• Knowledge of Guernsey’s regulatory environment.

Competencies

• The ability to work well in a team.
• Willingness to learn
• Enthusiasm, reliability and flexibility
• The ability to remain clam when under pressure and to meet deadlines
• Accuracy and an eye for detail.
• Ability to Time manage effectively and to prioritise and organise workflow.
• Strong communication skills.

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.