Trust Associate (Private Client)

Ocorian; George Town; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Competitivesalary

Hybrid working

PrivatePensionPlan

Private Medical Insurance

Annual Salary Review

Bonus

Job summary

Ocorian in Australia is seeking a Trust Administrator to manage a portfolio of trusts and perform comprehensive review, monitoring and financial statement analysis. The role emphasizes accuracy, compliance with trust regulatory requirements, and proactive client liaison.

The successful candidate will contribute to personal and company development in a busy, high-volume environment. Extensive trust administration experience (5+ years) and a formal trustee qualification are required.

Qualifications

• Formal trustee qualification (TEP or ICSA) or related university/tertiary qualification.
• Minimum 5 years’ trust administration experience.
• Broad knowledge of trust and estate administration, including corporate trusts, with accounting/investment knowledge.
• Assists with training and developing staff.
• Strong teambuilding and organizational skills.

Responsibilities

• Administers a portfolio of trusts with billable time.
• Conducts Trust Reviews and investment reviews, plus ongoing-transaction monitoring.
• Reviews trust financial statements and bank statements; arranges deposits as needed.
• Ensures billing and collection of receivables and accuracy of trust records.
• Liaises with intermediaries (administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries).
• Attends to client needs and meetings; maintains timely correspondence.

Skills

Trust administration

Billing & receivables

Stakeholder liaison

Attention to detail

Independent work

Education

Formal trustee qualification (TEP or ICSA) or related qualification

Job description

Job Description

• 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

What’s In It For You

• Competitivesalary
• Hybrid working
• PrivatePensionPlan
• Private Medical Insurance
• Annual Salary Review
• Bonus

Qualifications Required

• 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.

Additional Information

• We areCLIENT 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, buildingtrust through responsible actions and honest relationships.

Equal Opportunities for Everyone

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.