Senior Associate – Private Client Services

About the role

Provide trust and company administration services to a diverse private client portfolio, ensuring compliance with Ocorian policies and regulatory standards while delivering high‑quality client service.

Key responsibilities

• Manage complex client entities, including trusts and companies, meeting all statutory and governance requirements.
• Maintain tax compliance through timely returns and payments.
• Handle client correspondence promptly and escalate when needed.
• Prepare minutes, attendance notes, and meeting documentation.
• Act as first point of contact for allocated client relationships.
• Oversee accounting records and annual accounts with the Client Accounting Solutions team.
• Manage billing cycles, review invoices, and monitor aged debt.
• Complete periodic client reviews and ensure colleagues are briefed during leave periods.
• Support, mentor, and guide junior team members.
• Assist managers with daily operational needs and contribute to team development.

Required profile

• A‑level or degree education; professional qualification (e.g., CGI / STEP) preferred.
• 5+ years’ experience in trust and company administration or financial services.
• Strong technical knowledge of trust administration, Jersey company law and relevant tax considerations.
• Solid IT capability.

Required skills

• Trust administration
• Jersey company law
• Tax compliance
• IT systems proficiency

What we offer

• Competitive salary
• Hybrid working
• Private pension plan
• Private medical insurance
• Annual salary review
• Bonus