Trust Administrator- Private Clients at Ocorian

Bermuda, Alabama, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Apr, 26

Salary

0.0

Posted On

19 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organizational Skills, Microsoft Office, Communication Skills, Client Interaction, Trust Administration, Investment Reviews, Transaction Monitoring, Billing, Reconciliation, Detail Orientation, Confidentiality, Intermediary Liaison, Personal Development, Company Development

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 Private Pension Plan Private medical insurance Annual Salary Review Job Description Main Responsibilities Assist with administering trust structures Assist with conducting Trust Reviews, investment reviews, and ongoing-transaction monitoring Assist with review and reconciliation of bank statements Assist with billing and collection of receivables Ensures accuracy and detail of trust records, the trust file and client database. Attends to all incoming correspondence within 3 working days. Assist with client needs and preparation of meetings, as required Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries. Takes an active role in personal development and company development. #LI-JM1 #LI-Hybrid Qualifications Currently holding the Foundation Certificate in International Trust Management would be a benefit but is not required Good organizational skills and the ability to prioritise workload Possesses good organizational skills Proficient in the use of Microsoft Office suite of programs, specifically MS Word with Viewpoint being an asset Strong written and oral communication skills. The ability to deal effectively and courteously with clients, attorneys and colleagues, and exercise discretion and confidentiality in all matters. 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: Americas Jurisdiction: Bermuda

Responsibilities

The Trust Administrator will assist with administering trust structures and conducting trust reviews, investment reviews, and ongoing transaction monitoring. They will also ensure the accuracy of trust records and attend to client needs and correspondence.