Private Wealth Associate — Trusts & Companies

Ocorian

England

Hybrid

GBP 45,000 - 65,000

Full time

6 days ago

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Job summary

Ocorian in the United Kingdom is seeking a Private Client administrator to manage diverse trusts, companies and private wealth structures for an international client base. You will build relationships and collaborate with experienced colleagues across accounting, compliance and finance to deliver high-quality solutions.

The role involves handling client transactions and governance activities while ensuring regulatory compliance and risk mitigation.

Qualifications

A-Level or degree education is required, ideally with a professional qualification such as CGI or STEP.
Experience in trust and company administration, financial services, or related professional services is preferred.
Proactive, client-focused team player with strong communication and detail orientation.

Responsibilities

Manage a varied portfolio of trusts, companies and private wealth structures for an international client base.
Build strong client relationships and act as a trusted adviser alongside experienced professionals.
Support client transactions, governance activities and regulatory requirements with accuracy and compliance.
Collaborate with accounting, compliance and finance teams to deliver high-quality solutions.
Identify opportunities to enhance client experience, reduce risk and drive operational excellence.