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.
More information about this role is available upon request – contact the team today for further details.
