Periodic File Reviewer

  • Job Reference: 1248
  • Date Posted: 29 May 2024
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Compliance/Risk/Internal Audit
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

About the company:An independent "owner-managed" trust company that prides itself on providing exceptional personal service to clients locally and internationally. You will work in a boutique office with a friendly, supportive, and caring team.
About the role:
Undertakes reviews of clients based on the risk level.
Meet with directors and client administrators to discuss specific client reviews and key points.
About you:
Ideally 5 years + experience in a private client environment. Would also consider candidates who have worked in Corporate Banking, who have experience of doing Periodic reviews of Trusts.