Associate (Private Wealth)

📋 Description

• Strong understanding of trust regulatory requirements and adherence with Ocorian's policies and
• 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

🎯 Requirements

• Formal trustee qualification (TEP or ICSA) or other related university or tertiary qualification
• A minimum of 5 years’ trust administration experience demonstrating the ability to use initiative
• Broad knowledge of trust and estate administration, including corporate trusts, together with
• Assists with training and developing staff
• Possesses good teambuilding and organizational skills

🎁 Benefits

• Competitive salary
• Hybrid working
• Private Pension Plan
• Private Medical Insurance
• Annual Salary Review
• Bonus