Trust Administrator, Private Wealth & Corporate

Ocorian; Hamilton; Hybrid; GBP 26,000 - 35,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Ocorian in the United Kingdom is seeking a proactive Trust Administrator to join our Private Client team. You will gain exposure to a diverse portfolio of trust structures and collaborate with clients, beneficiaries, bankers and advisers.

This role focuses on administering trusts, reviewing statements, billing, and maintaining accurate records. Strong MS Office skills, good organization and discretion are essential, with hybrid working options.

Qualifications

• Currently holding the Foundation Certificate in International Trust Management would be a benefit but is not required
• Good organizational skills and the ability to prioritise workload
• Possesses good organizational skills
• Proficient in the use of Microsoft Office suite of programs, specifically MS Word with Viewpoint being an asset
• Strong written and oral communication skills.
• The ability to deal effectively and courteously with clients, attorneys and colleagues, and exercise discretion and confidentiality in all matters.

Responsibilities

• Assist with administering trust structures
• Assist with conducting Trust Reviews, investment reviews, and ongoing-transaction monitoring
• Assist with review and reconciliation of bank statements
• Assist with billing and collection of receivables
• Ensures accuracy and detail of trust records, the trust file and client database.
• Attends to all incoming correspondence within 3 working days.
• Assist with client needs and preparation of meetings, as required
• Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries.
• Takes an active role in personal development and company development.

Skills

Organizational skills

MS Office

Communication skills

Discretion & confidentiality

Education

Foundation Certificate in International Trust Management

Tools

MS Word with Viewpoint

Job description

Ocorian in the United Kingdom is seeking a proactive Trust Administrator to join our Private Client team. You will gain exposure to a diverse portfolio of trust structures and collaborate with clients, beneficiaries, bankers and advisers.

This role focuses on administering trusts, reviewing statements, billing, and maintaining accurate records. Strong MS Office skills, good organization and discretion are essential, with hybrid working options.