Associate (Private Client)

📋 Description

• Administer trusts, companies and other entities per governing docs.
• Ensure tax status with timely tax returns and payments.
• Handle incoming correspondence; escalate as needed.
• Prepare attendance notes of calls; share with client files.
• Prepare minutes and meeting documents when required.
• Be the immediate client contact with guidance from your manager.

🎯 Requirements

• Educated to A level or degree; pursuing Certificate Level (e.g., CGI/STEP).
• Minimum two years trust and company admin experience in financial services.
• Strong knowledge of local company and trust laws and regulations.
• Strong IT skills.
• Excellent interpersonal skills and team spirit.
• Flexible, energetic and methodical; solution-driven.

🎁 Benefits

• Core values: Client Centric, Ambitious, Agile, Collaborative, Ethical.
• Equal opportunities employer; inclusive recruitment.
• Contact: careers@ocorian.com for easier process.