Associate (Private Client)
OcorianJob Description
📋 Description Manage a varied portfolio of trusts, companies and private wealth structures. Build client relationships and become a trusted adviser. Support client transactions, governance activities and regulatory requirements. Collaborate with accounting, compliance and finance teams. Identify opportunities to enhance client experience and drive operational excellence. 🎯 Requirements A-Level or degree; ideally pursuing CGI or STEP. Experience in trust and company administration or financial services. Proactive, client-focused team player with strong communication and attention to detail. 🎁 Benefits We are AMBITIOUS – think globally to support clients and staff. We are AGILE – independence enables simple, efficient processes. We are COLLABORATIVE – delivering personalized client solutions. Equal Opportunities for Everyone.