Ocorian
Finance / FinServ
Associate(PrivateClients)
Neural analysis suggests this role is
optimal for entry candidates.
“Associate (Private Clients) at Ocorian. Skills: Private client services, Trust and corporate administration, Regulatory compliance. Administration of a portfolio of trusts and corporate structures for a multinational HNW client base. Maintenance of records”
Industry & Context.
What They're Looking For.
Must Have
A-level school leaver or university graduate, Proficient in MS Word, Excel and Outlook, Excellent written and oral communication, Awareness of Guernsey’s regulatory environment
Nice to Have
minimum 1 year of experience in company and trust administration or a similar field, Experience of Viewpoint
What You'll Do.
Administration of a portfolio of trusts and corporate structures for a multinational HNW client base
Maintenance of records
Drafting trust minutes and corporate resolutions
Bank/investment account opening
Preparation of payments
Liaising with third parties
Establishment of new structures
Company incorporation
Database records input and updates
Completing compliance reviews
Gathering and updating due diligence
Assisting in the preparation of periodic reviews
How You'll Work.
Team & Collaboration
Work collaboratively with the compliance team; Collaborate to win together, sharing successes
Communication Scope
Excellent written and oral communication; Good communication skills
Full Job 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 * Flexible working hours * Annual Salary Review * Pension * Private medical insurance * Life assurance * Income protection & Critical illness Purpose of the Role We are looking for a new member to join our experienced Private Client Team. This is an entry level role the purpose of which will be to assist the existing team with their portfolios of complex clients while building own knowledge of the industry. Main Responsibilities Responsibilities include but are not limited to: * To assist with the administration of a portfolio of trusts and corporate structures for a multinational HNW client base of individuals, corporates and family offices. * Maintenance of records, drafting trust minutes and corporate resolutions. * Bank/investment account opening. * Preparation of payments in line with
Applying for this Associate (Private Clients) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on SmartRecruiters
- SmartRecruiters often includes a video screening step — check camera and mic permissions.
- Link your GitHub or portfolio directly in the profile section for technical roles.
- Applications may be reviewed by AI scoring before reaching a recruiter — use keywords from the job description.
ANONYMOUS · UNFILTERED
What do employees actually say about Ocorian?
Real rants from real employees. Read before you apply.