Trust Administrator- Private Clients

Ocorian•Bermuda, AL

7h•Hybrid

About The Position

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

Requirements

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.

Nice To Haves

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

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.