Senior Associate, Private Wealth & Trust Admin (Hybrid)

Ocorian; England; Híbrido; GBP 55.000 - 85.000; Tempo integral

Resumo da vaga

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

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Trust administration

Jersey company law

Tax considerations

Financial services experience

Formação

A-level or degree

CGI/STEP diploma

Descrição da vaga

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