Associate (Private Clients)

Main Responsibilities

• Strong understanding of trust regulatory requirements and adherence with Ocorian's policies and procedures
• Ability to comprehend trust deeds
• Administers a portfolio of trusts with billable time averaging 5.5 hours per day
• The ability to conduct Trust Reviews, investment reviews, and ongoing-transaction monitoring
• Ability to review and understand trust financial statements
• Reviews all appropriate bank statements and arranges for monies to be placed upon deposit as necessary.
• Ensure billing and collection of receivables
• Ensures accuracy and detail of trust records, the trust file and computer database.
• Attends to all incoming correspondence within 3 working days.
• Attends to client needs and prepares and holds meetings, as required.
• Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries.
• Displays a mature approach to complex trust administration and high volume client workload.
• Takes an active role in personal development and company development