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Trust Administrator
2 months ago
We are seeking a highly skilled Trust Administrator to join our team at Ocorian. As a key member of our administration team, you will be responsible for ensuring the smooth operation of our trust and company administration services.
Key Responsibilities- Administer a portfolio of trusts, companies, and other entities, ensuring all activities comply with statutory or governing documents.
- Ensure timely completion of tax returns and payment of notified tax liabilities.
- Deal with incoming correspondence efficiently, referring to supervisors if necessary.
- Prepare detailed attendance notes and circulate to relevant staff members.
- Prepare minutes and meeting documents as required.
- Take responsibility for client relationships and be the immediate point of contact.
- Oversee accounting records and prepare annual accounts, liaising with the Client Accounting Solutions team.
- Manage the billing process, reviewing summaries and draft invoices.
- Ensure database records are up-to-date and accurate.
- Monitor aged debt positions and liaise with the Accounts Department and Directors.
- Undertake periodic reviews of clients' matters in accordance with the Director's timetable.
- Mentor and support junior staff members with supervision and guidance.
- Ensure awareness and understanding of local regulatory requirements.
- Carry out any function or activity required by the Manager, Management team, or Directors.
- Escalate issues or risks promptly to the Manager or Directors.
- Educated to A level or degree standard.
- A minimum of two years' trust and company administration experience.
- Ideal completion of a professional or relevant qualification to Certificate Level (e.g., ICSA/STEP).
- Good technical knowledge of local company and trust law and regulations.
- Strong IT skills.
- Good interpersonal skills for developing close working relationships with colleagues and clients.
- Flexibility, energy, and enthusiasm.
- A solution-driven attitude to problems.
- Good organizational skills and ability to work methodically and accurately.
- Team spirit.
- We are client-centric, committed to providing expertise and specialist solutions to meet clients' complex challenges.
- We are ambitious, aiming high and thinking globally to delight clients and support colleagues.
- We are agile, acting on our initiative to get things done for clients, keeping things simple, efficient, and effective.
- We are collaborative, asking the right questions to get to the right solution, for clients faster.
- We are ethical, behaving with integrity at all times and assuming positive intent, building trust through responsible actions and honest relationships.
We are an equal opportunity employer, committed to providing opportunities for everyone. If you require any assistance during the application process, please let us know.
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