Monday 02 October 2023
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Client Reviewer

Trust & Company Enquire


Hours:Full Time

Full Description

Have you experience in a trust administration role and are you seeking a fresh challenge ? A large independent provider of fiduciary services requires a Client Reviewer to join their team. Key responsibilitiesUndertaking reviews of client records ensuring all findings including remedial actions are recorded and any significant issues of concern are brought to the attention of the Compliance ManagerCarrying out spot check reviews on procedures or processes as required ensuring findings are documentedEnsuring technical knowledge is up to dateUndertaking project workAttending team meetings to discuss workloads, targets, sharing ideas and encouraging best practiseAssisting in the provision of data for quarterly meetings Ideally the successful candidate will have 5 or more years' experience in trust administration, with experience in a compliance role for a fiduciary business being beneficial, but not essential. Good communication skills and a confident team player with a positive outlook are also required. If this sounds like the job for you, please register today!

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