At a Glance
- Tasks: Review client files to ensure accuracy and compliance in the trust sector.
- Company: Respected organisation focused on governance and high client service standards.
- Benefits: Permanent position with opportunities for professional growth and valuable experience.
- Other info: Join a supportive team and make a real impact in the trust sector.
- Why this job: Enhance client records and contribute to operational excellence in a dynamic environment.
- Qualifications: Attention to detail, organisational skills, and ability to handle confidential information.
The predicted salary is between 40500 - 49500 £ per year.
We are reaching out with an exciting permanent opportunity in St Helier, Jersey, for a Client File Reviewer within the trust sector.
Our client is a respected organisation that places strong emphasis on robust governance, accurate records, and maintaining high standards of client service.
As part of our client’s team, you will play a key role in ensuring client files are consistently maintained, compliant, and ready for review, supporting the smooth operation of their trust services.
Skills
- Attention to detail – Carefully reviewing client files to spot inconsistencies, gaps, or errors, ensuring documentation is complete and accurate.
- Organisational skills – Managing multiple client files efficiently, maintaining orderly records and prioritising reviews to meet deadlines.
- Analytical mindset – Assessing information in client files to draw logical conclusions and identify potential issues or areas needing clarification.
- Written communication – Preparing clear, concise notes and updates on file reviews to support our client’s team in ongoing client management.
- Discretion and confidentiality – Handling sensitive client information within the trust sector with the highest levels of integrity and professionalism.
- What you’ll do
- Conduct thorough reviews of client files in the trust sector.
- Identify missing or incomplete documentation and follow up as required.
- Maintain clear records of all file review findings and actions.
- Support our client’s team by ensuring files are up to date and ready for internal or external scrutiny.
- Contribute to ongoing improvements in file management processes.
- What you’ll need
- Strong focus on accuracy when working with documentation.
- Ability to work methodically through detailed client files.
- Comfort handling confidential information within the trust environment.
- Capability to manage workload and meet agreed review timelines.
- Clear communication skills to report findings to our client’s team.
Why Join?
- Play a central role in enhancing the quality of client records in a trust-focused environment.
- Work closely with our client’s team, contributing directly to their operational excellence.
- Gain valuable experience in client file review within the Jersey trust sector.
- #J-18808-Ljbffr
Client File Reviewer employer: jobs.jerseyeveningpost.com-job boards
Join a dynamic team in Jersey where your expertise as a Senior Financial Control Manager will be valued and nurtured. Our client offers a supportive work culture that prioritises employee growth through continuous learning opportunities and collaboration with Finance Business Partners, ensuring you play a pivotal role in driving business performance. Enjoy the benefits of a permanent position with a focus on work-life balance, all while contributing to a company committed to excellence in financial reporting.
Contact Details:
jobs.jerseyeveningpost.com-job boards Recruitment Team
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We think this is how you could land Client File Reviewer
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We think you need these skills to ace Client File Reviewer
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