Senior Associate (Private Client)
OcorianJob Description
📋 Description Provide trust and company administration services to a diverse Private Client portfolio, ensuring Manage complex client entities including trusts and companies, ensuring statutory and governance Maintain tax compliance through timely returns and payments. Handle client correspondence promptly and escalate when needed. Record and circulate detailed attendance notes; prepare minutes and meeting documentation. Act as first point of contact for allocated client relationships; oversee accounting records with 🎯 Requirements A‑level or degree education; Diploma-level professional qualification (e.g., CGI / STEP) preferred. 5+ years’ experience in trust and company administration or financial services. Strong technical knowledge of trust administration, Jersey company law and relevant tax Solid IT capability. 🎁 Benefits Competitive salary Hybrid working Private Pension Plan Private Medical Insurance Annual Salary Review Bonus