Trust Administrator- Private Clients jobs in United States
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Ocorian · 1 day ago

Trust Administrator- Private Clients

positionBermuda, United States
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

Ocorian is a global provider of fund services, corporate services, and capital markets solutions, specializing in private client and regulatory compliance. They are seeking a Trust Administrator to assist with administering trust structures and conducting trust reviews, ensuring the accuracy of trust records and client databases while liaising with various stakeholders.

AccountingFinancial ServicesTax Preparation

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

Qualification

Microsoft Office SuiteFoundation Certificate in International Trust ManagementClient InteractionOrganizational SkillsCommunication Skills

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

Preferred

Currently holding the Foundation Certificate in International Trust Management would be a benefit but is not required

Benefits

Competitive salary
Hybrid Working
Private Pension Plan
Private medical insurance
Annual Salary Review

Company

Ocorian

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Ocorian provides fund administration, corporate services, and compliance solutions globally.
dateFounded in 1971
location
Change Islands, Newfoundland, CAN
people-size1001-5000 employees
web-link
https://www.ocorian.com

Funding

Current Stage
Late Stage
Total Funding
$1.03B
Key Investors
HPS Investment Partners
2024-11-06Debt Financing· $1.03B

Leadership Team

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Cristina Lara
Associate Director
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