Trust & Company File Reviewer

Our client is seeking a detail-oriented Trust and Company File Reviewer to assess client structures, identify fiduciary and operational risks, and ensure compliance with policies and procedures. This role is ideal for a dynamic individual looking to develop further expertise in the trust sector or an experienced professional seeking a non-client-facing position. Flexible working hours may be available for the right candidate.

Job Duties:

• Review client structures to identify fiduciary and operational risks.
• Assess activities against internal policies and procedures.
• Conduct fiduciary risk assessments and raise action points for relationship managers.
• Identify potential risk areas and ensure adherence to fiduciary standards.
• Escalate significant fiduciary and operational issues as required.
• Support other thematic First Line Testing processes when needed.

Job Requirements:

• A minimum of three years’ relevant fiduciary experience.
• A minimum of three A-Levels at a good standard.
• Strong written, verbal, and communication skills.
• Proficiency in MS Word, Excel, and Outlook.
• Excellent analytical skills with strong attention to detail.
• Well-organised with effective time management skills.
• Professional, courteous, and positive approach.
• Willingness to learn and develop new skills.

What You’ll Love:

This role offers a structured and professional environment where you can apply your trust expertise while gaining further experience in fiduciary risk assessment and operational compliance. With the potential for flexible working hours, our client provides a supportive workplace that values professional development and high standards.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here