Senior Private Wealth Trust & Company Administrator

Ocorian; Saint Helier; Hybride; GBP 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Private Pension Plan

Private Medical Insurance

Annual Salary Review

Bonus

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Trust & admin

Jersey law

Tax considerations

IT proficiency

Outils

IT systems

Description du poste

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