Trust Administrator (Private Wealth)

About the role

Ocorian's Private Wealth & Corporate team helps individuals, families and businesses manage the complexity of cross-border wealth and corporate structures, handling governance, administration and regulatory obligations. It is looking for a proactive, detail-oriented Trust Administrator to join its Private Client team in Hamilton, with exposure to a diverse portfolio of trust structures and close work with clients, beneficiaries, bankers, investment managers and other advisers. The position is listed as hybrid.

Key responsibilities

• Assist with administering trust structures
• Assist with Trust Reviews, investment reviews and ongoing transaction monitoring
• Assist with reviewing and reconciling bank statements
• Assist with billing and collecting receivables
• Maintain the accuracy and detail of trust records, the trust file and the client database
• Handle all incoming correspondence within 3 working days
• Support client needs and prepare meetings as required
• Liaise with intermediaries such as corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries
• Take an active role in personal and company development

Required profile

• Good organisational skills and the ability to prioritise workload
• Strong written and oral communication skills
• Ability to deal courteously with clients, attorneys and colleagues, with discretion and confidentiality
• Foundation Certificate in International Trust Management is a benefit but not required

Required skills

• Proficiency in Microsoft Office, especially MS Word
• Viewpoint is an asset