Suntera Careers: File Reviewer IOM

File Reviewer -
12 Month Contract

File Review | Isle of Man | Full Time

About Suntera.

Suntera Global is a leading international provider of fund, corporate and private wealth services, with over 45 years of experience and 550+ specialists supporting a diverse range of industries worldwide, empowering responsible ambition through professional delivery of governance, administration and accounting services, all while focusing on strong relationships and continually evolving to provide the best possible service to clients.

About The Role.

As a File Reviewer, you will play an important role in supporting our client service teams across the Group. Working closely with the team, you will assist in achieving required regulatory and industry standards by preparing, carrying out, and monitoring an ongoing review programme.

This position provides a strong foundation for career development and is a valuable opportunity to enhance your professional skillset, broadening your understanding of compliance and administrative practices within a supportive and collaborative environment.

Your duties will include:

Complete administrative tasks such as preparing, scanning and filing client agreements within set timescales
Maintain and update client databases with support from senior team members as required
Ensure appropriate forms and supporting documents have been received and filed in accordance with internal procedures
Support the File Review Manager and Client Managers with regular updates
Attend relevant internal and external training as required to build your knowledge and understanding
Provide general support to the wider team and contribute to projects or ad-hoc tasks as and when required

What i love about my job

"Suntera considered my role and long-term professional journey and gave me the opportunity to study whilst working. With support from my manager and the wider team, I achieved my STEP-certified qualification and earned the STEP Isle of Man award with the highest marks. Suntera provided me with training opportunities and is committed to creating an environment where all employees can grow and hone their skills."

Jake Kelly
Trust Manager, Private Wealth

About you.

You will be an organised, proactive individual with a willingness to learn. You will have strong attention to detail, a confident approach and excellent written and verbal communication skills. Prior experience within a similar position is advantageous but not essential as full training will be provided.

The following attributes would be advantageous:

A high level of accuracy and attention to detail
Strong organisational skills and good time management
A proactive approach to managing tasks and problem-solving
Good understanding and knowledge of computer and information systems
Excellent written and verbal communication skills
Strong interpersonal skills and the ability to communicate in a confident and professional manner

Personal qualities

Integrity
Inspires client and team confidence
Adaptable and versatile
Assertive and confident
Discrete and tactful
Emotional resilience
‘Can do’ attitude
Role model
Appropriate office conduct and attitude to work

This is an exciting opportunity to join a growing team and develop new ways of working, where you will have the opportunity to input into the evolution of our business processes on an ongoing basis. In addition to a competitive salary, you will be rewarded with a performance-driven bonus, a comprehensive flexible benefits package, and the training and career opportunities that come as standard with a dynamic and rapidly growing group of companies.

Apply now

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