Strong understanding of trust regulatory requirements and adherence with Ocorian's policies and procedures
Ability to comprehend trust deeds
Administers a portfolio of trusts with billable time averaging 5.5 hours per day
The ability to conduct Trust Reviews, investment reviews, and ongoing-transaction monitoring
Ability to review and understand trust financial statements
Reviews all appropriate bank statements and arranges for monies to be placed upon deposit as necessary
Ensure billing and collection of receivables
Ensures accuracy and detail of trust records, the trust file and computer database
Attends to all incoming correspondence within 3 working days
Attends to client needs and prepares and holds meetings, as required
Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries
Displays a mature approach to complex trust administration and high volume client workload
Takes an active role in personal development and company development

Formal trustee qualification (TEP or ICSA) or other related university or tertiary qualification
A minimum of 5 years' trust administration experience demonstrating the ability to use initiative and work independently
Broad knowledge of trust and estate administration, including corporate trusts, together with accounting and investment knowledge
Assists with training and developing staff
Possesses good teambuilding and organizational skills
Proficient in the use of Microsoft Office suite of programs, specifically MS Word
Strong written and oral communication skills
The ability to deal effectively and courteously with clients, attorneys and colleagues, and exercise discretion and confidentiality in all matters

1 Ocorian jobs in Scotland