Associate (Private Client)

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 

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