Client Periodic Reviewer

Great role maintaining register of periodic review scheduling, preparing periodic reviews, collecting and reviewing supporting documents, holding monthly pre and post review findings meetings, preparing month-end reports and quarterly statistics.
Candidate must have 10+ years’ experience in admin/reviewer role in Trust/Private Wealth; experience of risk analysis, and ability to apply findings proportionately; proficient Excel skills; ability to lead review meetings and communicate effectively with staff; demonstrated accuracy and attention to detail; strong organisational and time management skills.