Trust Associate (Private Client)

📋 Description Understand trust regulatory requirements and Ocorian policies. Understand trust deeds. Administers trusts with ~5.5 hours of billable time per day. Conducts trust and investment reviews, and ongoing monitoring. Review trust financial statements. Review bank statements and arrange deposits as needed. 🎯 Requirements Formal trustee qualification (TEP or ICSA) or related degree. Minimum 5 years’ trust admin experience. Broad knowledge of trust/estate administration, incl. corporate trusts; accounting and investment knowledge. Assists with training and developing staff. Good teambuilding and organizational skills. 🎁 Benefits Competitive salary Hybrid working Private Pension Plan Private Medical Insurance Annual Salary Review Bonus