Senior Associate (Private Wealth)

Ocorian; England; Hybrid; GBP 55,000 - 85,000; Full time

Job summary

Ocorian is seeking an experienced professional to provide trust and company administration services to a diverse Private Client portfolio, ensuring compliance with Ocorian policies and regulatory standards. You will manage complex client entities, maintain tax compliance, and serve as the first point of contact for allocated client relationships.

The role requires 5+ years in trust and company administration or financial services, with strong knowledge of Jersey company law and tax

Qualifications

• A-level or degree education.
• Diploma-level CGI/STEP qualification preferred.
• 5+ years' experience in trust and company administration or financial services.
• Strong technical knowledge of trust administration, Jersey company law and relevant tax considerations.
• Solid IT capability.

Responsibilities

• Manage complex client entities including trusts and companies, ensuring statutory and governance requirements are met.
• Maintain tax compliance through timely returns and payments.
• Handle client correspondence promptly and escalate when needed.
• Record and circulate detailed attendance notes.
• Prepare minutes and meeting documentation.
• Act as first point of contact for allocated client relationships.
• Oversee accounting records and annual accounts with the Client Accounting Solutions team.
• Manage billing cycles and review invoices with senior staff.
• Maintain accurate database and statutory records.
• Monitor aged debt and coordinate with Finance and Directors.
• Complete periodic client reviews as scheduled.
• Ensure colleagues are briefed before periods of leave.
• Maintain awareness of regulatory requirements and elevate risks appropriately.
• Support, mentor and guide junior team members.
• Assist Managers with daily operational needs and contribute to team development.

Skills

Trust administration

Jersey company law

Tax considerations

Financial services experience

Education

A-level or degree

CGI/STEP diploma

Job description

Job Description

Purpose of role

Provide trust and company administration services to a diverse Private Client portfolio, ensuring full compliance with Ocorian policies, regulatory standards and high-quality client service.

Key Responsibilities

• Manage complex client entities including trusts and companies, ensuring all statutory and governance requirements are met.
• Maintain tax compliance through timely returns and payments.
• Handle client correspondence promptly and escalate when needed.
• Record and circulate detailed attendance notes.
• Prepare minutes and meeting documentation.
• Act as first point of contact for allocated client relationships.
• Oversee accounting records and annual accounts with the Client Accounting Solutions team.
• Manage billing cycles and review invoices with senior staff.
• Maintain accurate database and statutory records.
• Monitor aged debt and coordinate with Finance and Directors.
• Complete periodic client reviews as scheduled.
• Ensure colleagues are briefed before periods of leave.
• Maintain awareness of regulatory requirements and elevate risks appropriately.
• Support, mentor and guide junior team members.
• Assist Managers with daily operational needs and contribute to team development.

#LI-BF1 #LI-Hybrid

Qualifications

Knowledge, Skills & Experience

• A-level or degree education.
• Diploma-level professional qualification (e.g., CGI / STEP) preferred.
• 5+ years' experience in trust and company administration or financial services.
• Strong technical knowledge of trust administration, Jersey company law and relevant tax considerations.
• Solid IT capability.

Additional Information

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 [e-mail].

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.