Associate - Private Wealth (Trust Administration)

About the role

Ocorian, an asset manager serving private wealth, corporate and issuer clients, is hiring an Associate for its Private Wealth & Corporate team in Hamilton. The role manages a portfolio of trust structures so that they are administered efficiently, compliantly and in line with client objectives. You will work closely with clients, beneficiaries, investment managers, bankers and other advisers, support trustee decisions and safeguard the integrity of client structures. The position is hybrid.

Key responsibilities

• Take ownership of a portfolio of trust structures, ensuring administration is accurate, efficient and compliant with regulatory and internal requirements.
• Build relationships with clients, beneficiaries, bankers, investment managers, legal advisers and other stakeholders, delivering a responsive, professional service.
• Prepare trustee resolutions, conduct trust reviews, investment reviews and transaction monitoring, supporting governance and decision-making.
• Monitor reporting and compliance obligations, including FATCA, CRS and beneficial ownership requirements.
• Maintain accurate trust records, oversee billing and collection, and help develop processes and team capability.

Required profile

• Formal trust qualification such as STEP (TEP), ICSA/CGI, or a related university or professional qualification.
• Ideally 5 years' relevant experience, though candidates working towards a professional qualification are also considered.
• Proven experience managing trust structures and complex client relationships.
• Strong knowledge of trust and estate administration, including corporate trusts, and good understanding of trust regulatory and compliance requirements.
• Ability to interpret trust financial statements and understand accounting and investment matters.
• Proficiency in Microsoft Office, particularly Word; experience mentoring colleagues is an advantage.