Trust Client File Review Specialist

jobs.jerseyeveningpost.com-job boards; Saint Helier; On-site; GBP 25,000 - 42,000; Full time

Job summary

We are recruiting for a permanent Client File Reviewer in St Helier, Jersey, to join a team dedicated to robust governance and high standards of client service. You will review client files in the trust sector, identify gaps, and ensure records are complete and ready for internal or external scrutiny.

The role emphasizes accuracy, confidentiality, and the ability to manage multiple files and deadlines within a trusted environment. You will report findings clearly to the client’s team.

Qualifications

• 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 the client’s team.

Responsibilities

• 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 the client’s team by ensuring files are up to date and ready for scrutiny.
• Contribute to ongoing improvements in file management processes.

Skills

Attention to detail

Organisational skills

Analytical mindset

Written communication

Discretion and confidentiality

Job description

We are recruiting for a permanent Client File Reviewer in St Helier, Jersey, to join a team dedicated to robust governance and high standards of client service. You will review client files in the trust sector, identify gaps, and ensure records are complete and ready for internal or external scrutiny.

The role emphasizes accuracy, confidentiality, and the ability to manage multiple files and deadlines within a trusted environment. You will report findings clearly to the client’s team.