Associate - Private Wealth Trust Administration

About the role

Ocorian is hiring an Associate for its Private Wealth practice in Hamilton, Bermuda. 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 listed as 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.
• Proven experience managing trust structures and complex client relationships.
• Strong knowledge of trust and estate administration, including corporate trusts.
• Ability to interpret trust financial statements and understand accounting and investment matters.
• Professional, discreet and highly confidential in handling client matters, with strong attention to detail.
• Experience mentoring or supporting colleagues is advantageous.

Required skills

• Good understanding of trust regulatory and compliance requirements.
• Knowledge of FATCA, CRS, beneficial ownership and ongoing monitoring obligations.
• Proficiency in Microsoft Office, particularly Word.
• Strong communication skills and stakeholder relationship building.