St Helier, Jersey
Reiewer
Job Description:
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
Required Skills:
Sponsorship Reviews Education Administration Maintenance Business Training Management