Associate (Private Clients)

Purpose of the Role
We are looking for a new member to join our experienced Private Client Team.  The role encompasses the management of a portfolio of trusts and companies.

Dependant on experience level the Trust Associate may act as a supervisor to a more junior team member.

Main Responsibilities

Responsibilities include but are not limited to:

• The administration of a portfolio of trusts and corporate structures for a multinational HNW client base of individuals, corporates and family offices.
• Maintenance of records, drafting trust minutes and corporate resolutions.
• Bank/investment account openings, ongoing management of banking relationships.
• Establishing investment accounts and ongoing monitoring.
• Liaising with clients, drafting reports, attending meetings in response to their specific needs.
• The establishment of new structures including all aspects of trust formation, company incorporation and all compliance aspects to meet with regulatory requirements.
• Be involved in the client acceptance process in line with Ocorian's procedures; liaising closely with the Director responsible and the Client Acceptance Risk Committee.
• Work collaboratively with the compliance team to complete compliance reviews, gathering and updating due diligence and assisting in the preparation of periodic reviews.
• Liaising with Investment Management, including attendance at and recording of quarterly meetings with Enhance and the setting and regular review of investment policies.
• Management of residential and commercial property including insurance, property management agreements and liaising with letting agents.
• Liaising with Tax advisors in respect of annual tax reporting to ensure our structures are tax compliant.
• Regular training is provided through our GROW platform, with face to face in house and support provided for studying professional qualifications.
• Regular training is provided in relation to industry updates, taxation and regulatory changes.

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