Senior Associate (Private Client)

full-time Financial Specialists

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 a...