Trust Associate (Private Clients)

Ocorian Group; Hamilton; Vor Ort; GBP 40.000 - 60.000; Vollzeit

Zusammenfassung

The Ocorian Group is seeking an experienced Trustee in Hamilton, Scotland. The role involves administering a portfolio of trusts, ensuring compliance with regulatory requirements, and providing a high level of client service.

Qualifications include a formal trustee qualification and a minimum of 5 years in trust administration. You will need strong communication skills, initiative, and the ability to work independently.

Ocorian is an equal opportunity employer, valuing diversity and inclusion.

Qualifikationen

• Minimum of 5 years’ trust administration experience required.
• Ability to use initiative and work independently.
• Broad knowledge of trust and estate administration required.

Aufgaben

• Administer a portfolio of trusts with an average of 5.5 billable hours per day.
• Conduct Trust Reviews, investment reviews, and ongoing-transaction monitoring.
• Ensure billing and collection of receivables.

Kenntnisse

Trust regulatory requirements

Trust deeds comprehension

Trust administration

Communication skills

Microsoft Office

Teambuilding skills

Ausbildung

Trustee qualification (TEP or ICSA)

University or tertiary qualification

Tools

Microsoft Word

Jobbeschreibung

Job Description

• Strong understanding of trust regulatory requirements and adherence with Ocorian's policies and procedures
• Ability to comprehend trust deeds
• Administers a portfolio of trusts with billable time averaging 5.5 hours per day
• The ability to conduct Trust Reviews, investment reviews, and ongoing-transaction monitoring
• Ability to review and understand trust financial statements
• Reviews all appropriate bank statements and arranges for monies to be placed upon deposit as necessary
• Ensure billing and collection of receivables
• Ensures accuracy and detail of trust records, the trust file and computer database
• Attends to all incoming correspondence within 3 working days
• Attends to client needs and prepares and holds meetings, as required
• Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries
• Displays a mature approach to complex trust administration and high volume client workload
• Takes an active role in personal development and company development

Qualifications

• Formal trustee qualification (TEP or ICSA) or other related university or tertiary qualification
• A minimum of 5 years’ trust administration experience demonstrating the ability to use initiative and work independently
• Broad knowledge of trust and estate administration, including corporate trusts, together with accounting and investment knowledge
• Assists with training and developing staff
• Possesses good teambuilding and organizational skills
• Proficient in the use of Microsoft Office suite of programs, specifically MS Word
• 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

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.

information will be kept confidential according to EEO guidelines.