Our Client is seeking a Periodic Reviewer to join their team.

Key Responsibilities:

• Maintain register of periodic review scheduling
• Prepare periodic reviews
• Collection and review of supporting documents
• Hold monthly pre- and post-review findings meetings
• Prepare month-end reports and quarterly stats

Key Requirements:

• 10+ years’ experience in an administration/reviewer role within a Trust or Private Wealth environment
• Experience in risk analysis and ability to apply findings proportionately
• Proficient Excel skills
• Ability to lead review meetings and communicate effectively with staff
• Demonstrated accuracy and attention to detail
• Strong organisational and time management skills

For more information, please contact Stu on 01534 707816 or email your CV to jobs@excel-recruitment.com