Trust File Reviewer

Job Description

We have a great new opportunity for a Trust File Reviewer to join an independent wealth management company in Jersey.

 

Key duties will include:

  • Undertaking periodic client file reviews as scheduled, liaising with client administrators and directors as appropriate and ensuring client risk assessments are maintained up to date and to a high standard
  • Playing a key role in ensuring policies and procedures have been adhered to
  • Interaction with Client teams, Compliance and the Trust Operations Director
  • Maintenance of the periodic review schedule, risk assessment register and NavOne records
  • Monitoring progress and quality control of Action Point completion

 

More information about this role is available upon request – contact the team today for further details.