A fantastic opportunity has arisen for a Trust File Reviewer to join the Trust Operations team of a successful and expanding wealth management business, on a permanent full or part-time basis. This pro-active individual will complete periodic client file reviews and thoughtful contributions toward process improvement. Duties include but are not limited to completing periodic file reviews, ensuring policies and procedures are adhered to, interacting with teams to identify themes for proves improvement and training needs across the business and maintaining the periodic review schedule, risk assessment register and NavOne records. The role would suit a positive hardworking individual who has good communication skills and the ability to work well under pressure.
If you would like to find out more about the client and this fantastic opportunity, please contact our expert recruiters today, either by email email@example.com or by calling 01534 729996, alternatively you can submit your CV to our team by clicking here. Please feel assured that all enquiries will be treated with the utmost discretion.