Client Reviewer

Do you want to work for a firm that supports your career and personal growth? Do you have trust administration experience and seeking a fresh challenge? Due to continued growth a large independent provider of fiduciary services requires a Client Reviewer to join their team.

Key Responsibilities 

• Undertaking reviews of client records, ensuring all findings, including remedial actions, are recorded and any concerns are highlighted to Management
• Carrying out spot check reviews on procedures or processes ensuring findings are documented
• Ensuring technical knowledge is up to date
• Undertaking project work
• Attending team meetings to discuss workloads, targets, sharing ideas, and encouraging best practice
• Assisting in the provision of data for quarterly meetings

Ideally, the successful candidate will have 5 or more years' experience in trust administration, compliance, or in a fiduciary function, as this knowledge will support this position. 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!