Associate (Private Clients) at Ocorian

, Guernsey, Guernsey -

Full Time

Start Date

Immediate

Expiry Date

22 Jul, 26

Salary

0.0

Posted On

23 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trust administration, Corporate administration, Record maintenance, Drafting trust minutes, Corporate resolutions, Bank account opening, Payment preparation, Compliance reviews, Due diligence, Regulatory compliance, MS Word, MS Excel, MS Outlook, Communication skills, Organizational skills, Viewpoint

Industry

Financial Services

Description

Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. What’s In It For You Competitive salary Hybrid working Flexible working hours Annual Salary Review Pension Private medical insurance Life assurance Income protection & Critical illness Job Description Purpose of the Role We are looking for a new member to join our experienced Private Client Team. This is an entry level role the purpose of which will be to assist the existing team with their portfolios of complex clients while building own knowledge of the industry. Main Responsibilities Responsibilities include but are not limited to: To assist with 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 opening. Preparation of payments in line with our internal procedures. Liaising with third parties including banks, investment managers, legal advisers and property agents. When necessary, assist with the establishment of new structures including all aspects of trust formation, company incorporation and all compliance aspects to meet with regulatory requirements ensuring all internal processes are followed. To ensure that database records are input on formation/establishment (including any statutory registers or other records) and updated when circumstances change. Work collaboratively with the compliance team to complete compliance reviews, gathering and updating due diligence and assisting in the preparation of periodic reviews. Regular training is provided through our GROW platform, with face to face in house training and support provided for studying professional qualifications. Regular training is provided in relation to industry updates, taxation and regulatory changes. #LI-DR1 #LI-Hybrid Qualifications A-level school leaver or university graduate. Whilst not essential, a minimum 1 year of experience in company and trust administration or a similar field would be beneficial. Proficient in MS Word, Excel and Outlook. Excellent written and oral communication Experience of Viewpoint would be an advantage but not essential Awareness of Guernsey’s regulatory environment. Competencies The ability to work well in a team. Willingness to learn Enthusiasm, reliability and flexibility The ability to remain calm when under pressure and to meet deadlines Accuracy and an eye for detail. Good organisational and strong communication skills. Additional Information All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are: We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges. We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be. We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective. We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes. We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships. Equal Opportunities for Everyone Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected]. We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. Region: UK, CI and Ireland Jurisdiction: Guernsey

Responsibilities

The role involves assisting with the administration of a portfolio of trusts and corporate structures for high net-worth clients and family offices. Responsibilities include maintaining records, drafting legal documents, managing bank accounts, and collaborating with the compliance team on due diligence.