Suntera Careers: Senior File Reviewer IOM

Senior File
Reviewer

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 Senior Reviewer, you will work with multiple service areas and jurisdictions to develop your knowledge and get to know our business. You will be working with a range of colleagues across the Group to assist in achieving required regulatory and industry standards by preparing, carrying out, and monitoring an on-going review programme as required by legislation and global operating companies.

Your duties will include:

Review trust and company client files to ensure all relevant documentation is up to date and in line with regulatory requirements
Maintain and update client databases
Ensure appropriate forms and supporting documents have been received and filed in accordance with internal procedures
Provide updates to the File Review Manager and Client Managers
Attend internal and external training as required
Support others within the review team as well as client services teams in the completion of their reviews
Carry out assurance checks on file reviews on a risk based approach
Keep on top of monthly review schedules
Any other ad hoc duties as they arise

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 enthusiastic individual with a willingness to learn. The emphasis of this role will be on administrative support duties, a prior knowledge of risk and compliance are advantageous but not essential as training will be provided and you will have a support network within the department to assist you.

The following attributes would be advantageous:

A high level of accuracy and attention to detail
Strong time management skills and the ability to manage your own workload efficiently
A good understanding and knowledge of Microsoft package and NavOne
Excellent written and verbal communication skills
Strong interpersonal and organisational skills
Relevant professional qualifications such as STEP/CGI and ICA or relevant experience in financial services

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

Be Inspired