Job summary:

Ensure that all client and entity reviews are completed in accordance with procedures and specified timescales.

Job accountabilities:

Entity Reviews

Undertake reviews in accordance with policy and procedures including:-

• Potential Business review
• Initial Reviews
• Periodic Reviews
• Property Reviews
• Exit Reviews
• Unlisted Investment reviews
• Ad hoc reviews where a specific purpose has been identified and requested by the business

Action Points arising

• Raise Review Action Points in a clear and concise manner
• Identify trends that lead to Action points being raised
• Highlight training and development needs
• Consider amendment to procedures as required
• Resolve Action Points where required by the business
• Assist with documenting the management of ongoing complex Action points and other issues
• Populate data pages with data and information as required

Registers

• Maintaining registers of reviews with accurate data
• Update closing data as required
• Maintain property register
• Ensure all property management deficiencies are raised and monitored until conclusion
• Maintain accurate data for internal and external reporting purposes

Training

• Provide training to new entrants on Acumen Review Process and Action Point clearance through Acumen tasks modules
• Assist with training and development of administration staff on an ad hoc basis

Project Work

• Assistance with internal improvement initiatives
• Assist with the development and maintenance of risk frameworks for internal and external regulatory reporting purposes
• Drafting / updating policy & procedures in line with improvement initiatives
• Minimum education and experience
• The post-holder must possess relevant experience obtained in a trust and company environment.
• Possession of a certified ICSA/STEP qualification is desirable or a willingness to obtain one.

Must be entitled to work in Jersey - No sponsorship