Senior Associate (Private Client)

Company 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  
• Private Pension Plan 
• Private Medical Insurance 
• Annual Salary Review
• Bonus

Job Description

Purpose of role 

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, ensuring all statutory and governance requirements are met.
• 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.
• Manage billing cycles and review invoices with senior staff.
• Maintain accurate database and statutory records.
• Monitor aged debt and coordinate with Finance and Directors.
• Complete periodic client reviews as scheduled.
• Ensure colleagues are briefed before periods of leave.
• Maintain awareness of regulatory requirements and escalate risks appropriately.
• Support, mentor and guide junior team members.
• Assist Managers with daily operational needs and contribute to team development.

#LI-BF1 
#LI-Hybrid 

Qualifications

Knowledge, Skills & Experience

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

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

Videos To Watch