Ocorian

1,001-5,000 employees
58 jobs posted

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Trust Associate (Private Client)

Added

5 hours ago

Location

🇦🇺 George Town

Type

Full time

Salary

Salary not provided

Related skills

crm billing regulatory compliance intermediaries

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📋 Description

Understand trust regulatory requirements and Ocorian policies.
Understand trust deeds.
Administers trusts with ~5.5 hours of billable time per day.
Conducts trust and investment reviews, and ongoing monitoring.
Review trust financial statements.
Review bank statements and arrange deposits as needed.

🎯 Requirements

Formal trustee qualification (TEP or ICSA) or related degree.
Minimum 5 years’ trust admin experience.
Broad knowledge of trust/estate administration, incl. corporate trusts; accounting and investment knowledge.
Assists with training and developing staff.
Good teambuilding and organizational skills.

🎁 Benefits

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

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