Trust File Reviewer – Full time or part-time

  • Job Reference: 7726
  • Date Posted: 28 July 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

This is an opportunity to join the Trust Operations team of a successful and expanding wealth management business to complete periodic client file reviews and be proactive in process improvement; liaising with client administrators and directors; ensuring client risk assessments are maintained; ensuring policies and procedures adhered to and raising Action Points; completing projects; identifying training needs; maintenance of periodic review schedule, risk assessment register and NavOne records; monitoring progress and quality control of Action Point completion.
Candidate must have positive and hard-working ethic,; ability to perform well under pressure; good communication skills; aptitude to adapt to changing priorities; enquiring mind and sense of humour; good knowledge of the Jersey regulatory environment; strong organisational and time management skills; familiar with MS Office suite; good communication skills; suitable compliance qualification is desirable.
Five years continuous residence in Jersey required.