Private Client Associate: Trust & Wealth Admin (Hybrid)

Ocorian; United Kingdom; Hybrid; GBP 38,000 - 60,000; Full time

Job summary

Ocorian in the United Kingdom is seeking a Private Client professional to manage trusts, companies and private wealth structures for an international client base. You will build trusted adviser relationships and work with experienced colleagues to deliver governance and regulatory support.

You will engage in client transactions, ensure accuracy and compliance, and collaborate with accounting, compliance and finance teams to provide high-quality, seamless solutions.

Qualifications

• A-Level or degree educated, ideally with (or working towards) a professional qualification such as CGI or STEP.
• Previous experience in trust and company administration, financial services, or a related professional services environment.
• A proactive, client-focused team player with strong communication skills, attention to detail and a solution-oriented mindset.

Responsibilities

• Manage a varied portfolio of trusts, companies and private wealth structures, delivering exceptional service to an international client base.
• Build strong client relationships and develop into a trusted adviser, working closely with experienced professionals across the business.
• Support a wide range of client transactions, governance activities and regulatory requirements, ensuring accuracy and compliance throughout.
• Collaborate with specialist teams across accounting, compliance and finance to deliver seamless, high-quality solutions for clients.
• Contribute to the continued success of the team by identifying opportunities to enhance client experience, mitigate risk and drive operational excellence.

Skills

Client-focused

Strong communication

Attention to detail

Solution-oriented mindset

Education

A-Level or degree educated with CGI/STEP

Job description

Ocorian in the United Kingdom is seeking a Private Client professional to manage trusts, companies and private wealth structures for an international client base. You will build trusted adviser relationships and work with experienced colleagues to deliver governance and regulatory support.

You will engage in client transactions, ensure accuracy and compliance, and collaborate with accounting, compliance and finance teams to provide high-quality, seamless solutions.