Trust Administrator Private Clients

Ocorian; United Kingdom; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial services company is seeking a Trust Administrator for Private Clients in Georgia, USA. This role involves administering trust structures, conducting reviews, and managing client interactions. Ideal candidates will possess strong organizational and communication skills, with proficiency in Microsoft Office. The position offers a competitive salary and hybrid working options, fostering a supportive environment for professional growth.

Benefits

Competitive salary

Hybrid Working

Private Pension Plan

Private medical insurance

Annual Salary Review

Qualifications

• Strong written and oral communication skills required.
• Ability to deal effectively and courteously with clients and colleagues.
• Good organizational skills with the ability to prioritize workload.

Responsibilities

• Assist with administering trust structures.
• Conduct Trust Reviews and investment reviews.
• Review and reconcile bank statements.
• Assist with billing and collection of receivables.

Skills

Organizational skills

Communication skills

Microsoft Office proficiency

Education

Foundation Certificate in International Trust Management

Tools

MS Word

Viewpoint

Job description

FundsLeverage our experience of establishing and administering alternative investment fund structures.# Trust Administrator- Private ClientsBermuda, United StatesFull-time##### 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 Required* 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 InformationAll 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 [e-mail]’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.