Senior Associate (Private Wealth)

Ocorian; Saint Helier; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Private Pension Plan

Private Medical Insurance

Annual Salary Review

Bonus

Job summary

Ocorian is seeking an experienced trust and company administrator to provide governance and regulatory compliant services for a private client portfolio. You will manage complex trusts and companies, ensure tax compliance, and handle client communications with accuracy and discretion.

Working within our Private Wealth & Corporate team, you will support the Client Accounting Solutions group, oversee billing and records, and mentor junior staff while upholding Ocorian’s values and regulatory

Qualifications

• 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 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 and prepare minutes and meeting documentation.
• Act as first point of contact for allocated client relationships and oversee accounting records with the Client Accounting Solutions team.
• Manage billing cycles and review invoices with senior staff.
• Maintain accurate databases and statutory records, monitor aged debt, and coordinate with Finance and Directors.
• Complete periodic client reviews as scheduled and ensure colleagues are briefed before periods of leave.
• Maintain awareness of regulatory requirements and escalate risks appropriately; support and mentor junior team members.

Skills

Trust & admin

Jersey law

Tax considerations

IT proficiency

Tools

IT systems

Job description

Ocorian helps asset managers, private wealth, corporates, and issuer clients handle operational and regulatory complexity at scale, giving them the freedom to focus on what they do best.

Whether they’re raising capital, expanding into new markets, acquiring a business, preparing for an exit or protecting wealth, we’re behind every move our clients make, creating capacity and removing burden so they can focus on growth, opportunity and performance.

With over 50 years’ of expertise, 20 locations and 2,000 expert colleagues, clients know they can rely on us when their challenges are complex, time-critical and consequential.

ABOUT PRIVATE WEALTH & CORPORATE

Helping clients protect wealth and achieve their goals

Our Private Wealth & Corporate team helps individuals, families and businesses manage the complexity of cross-border wealth and corporate structures. We take care of the governance, administration and regulatory obligations that can otherwise consume clients’ time and distract them from protecting their wealth, growing their business and planning for the future.

For clients, this means coordinated support across their structures, clearer oversight and greater control. By providing trusted governance and administration at every stage, we reduce operational burden and risk, giving clients more time and confidence to focus on what matters most to them.

To find out more about Ocorian and our services, including regulatory information, visit ocorian.com

What’s In It For You

• PrivatePensionPlan
• Private Medical Insurance
• Annual Salary Review
• Bonus

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 escalat 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 escalat 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

• 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 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.