Be part of a talented, highly motivated and driven team within a reputable financial services group who continuously deliver exceptional client service levels which sets them apart from their competitors. You will be supported and encouraged to diversify your skills, whilst enjoying a competitive compensation package.
In this role you will ensure that all client and entity reviews are completed in accordance with procedures and specified timescales.
Responsibilities will include:
Undertaking reviews in accordance with policy and procedures including potential business reviews, periodic reviews, property reviews and exit reviews
Raising issues in a clear and concise manner
Identifying trends that lead to issues being raised
Assisting with documenting the management of ongoing complex issues
Maintaining registers of reviews with accurate data
Experience and skills required:
Relevant experience obtained in a trust and company environment
Completed a certified ICSA/STEP qualification is desirable
Basic Microsoft Excel and Word skills
Property administration experience is desirable
We are an equal opportunity employer and value diversity at all times.