Senior Associate (Private Wealth)

About the role

Ocorian's Private Wealth & Corporate team helps individuals, families and businesses manage the complexity of cross-border wealth and corporate structures, handling governance, administration and regulatory obligations. As a Senior Associate, you will provide trust and company administration services to a diverse private client portfolio, ensuring full compliance with Ocorian policies, regulatory standards and 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.
• Record and circulate detailed attendance notes, prepare minutes 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, and manage billing cycles and invoice reviews with senior staff.
• Maintain accurate database and statutory records, monitor aged debt and coordinate with Finance and Directors.
• Complete periodic client reviews, ensure colleagues are briefed before leave, and escalate regulatory risks appropriately.
• Support, mentor and guide junior team members, and assist Managers with daily operational needs.

Required profile

• A-level or degree education.
• Diploma-level professional qualification (e.g. CGI / STEP) preferred.
• 5+ years' experience in trust and company administration or financial services.

Required skills

• Strong technical knowledge of trust administration, Jersey company law and relevant tax considerations.
• Solid IT capability.

What we offer

• Competitive salary and annual salary review.
• Hybrid working.
• Private pension plan and private medical insurance.
• Bonus.