Trust Analyst (Private Client) - 12 Month Fixed Term Contract

Purpose of role

We are seeking an experienced Trust Analyst to join our Private Wealth and Corporate team. 

The successful candidate will be responsible for supporting the administration and maintenance of trust and corporate structures while ensuring compliance with fiduciary, AML/CFT, KYC, and regulatory requirements. The role requires a strong understanding of trust administration, customer due diligence, and operational processes within a trust, corporate services, or financial services environment. 

This position is ideally suited to a candidate with experience in trust administration, private wealth, fiduciary services, or a regulated professional services environment. 

Main Responsibilities 

• Support the administration of trust, corporate and private wealth structures in line with legal and regulatory requirements.
• Complete and maintain CDD/KYC checks for trust and corporate clients.
• Review client documentation to ensure accuracy, compliance and completeness.
• Identify and verify beneficial owners and other key parties.
• Conduct sanctions, PEP and adverse media screening.
• Assist with ongoing client monitoring and periodic reviews.
• Escalate compliance concerns and high-risk matters as required.
• Maintain accurate trust and corporate records.
• Contribute to process improvements and operational efficiency initiatives.

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Knowledge, Skills and Experience 

• Experience within trust, fiduciary, corporate services, banking or regulated financial services.
• Knowledge of trust administration, AML/CFT, KYC/CDD and client due diligence requirements.
• Experience reviewing trust and corporate documentation and beneficial ownership structures.
• Strong analytical, organisational and communication skills with excellent attention to detail.
• Ability to manage competing priorities, work independently and meet deadlines.
• Proficient in Microsoft Office and relevant systems.
• Relevant professional qualification (or working towards) such as STEP, CGI/ICSA, ICA, ACCA, CPA or equivalent is advantageous.

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.