Associate – Private Wealth

Job Description

Main Responsibilities 

• Strong understanding of trust regulatory requirements and adherence with Ocorian's policies and procedures 
• 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 necessary. 
• Ensure billing and collection of receivables 
• Ensures accuracy and detail of trust records, the trust file and computer database. 
• Attends to all incoming correspondence within 3 working days. 
• Attends to client needs and prepares and holds meetings, as required. 
• Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries. 
• Displays a mature approach to complex trust administration and high-volume client workload. 
• Takes an active role in personal development and company development 

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Qualifications

Knowledge, Skills and Experience 

• 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 and work independently. 
• Broad knowledge of trust and estate administration, including corporate trusts, together with accounting and investment knowledge. 
• Assists with training and developing staff. 
• Possesses good teambuilding and organizational 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.