Associate

Following a merger with Estera in early 2020, Ocorian is one of the largest providers of fund, corporate and private client services in the market, recognised by our clients and the industry for exceptional client service and value and known for strong and sustained growth.

As a combined business we manage over 17,000 structures for 8000+ clients with a global footprint operating from 18 locations, scale which offers all our people great opportunities to develop their knowledge and skills and to progress their careers.

Main responsibilities

• 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

knowledge, skills and experience

• 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.

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 AMBITIOUS - We think and act globally, seizing every opportunity to support our clients and staff - wherever in the world they may be.

·       We are AGILE - Our independence from any financial institution gives us the flexibility and freedom to keep things simple, efficient and effective.

·       We are COLLABORATIVE - We take the time to understand our clients' needs so that we can deliver personalised solutions every time.