Thursday 28 September 2023
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Client Reviewer

Trust Enquire


Hours:Full Time

Full Description

Great new opportunity for an experienced candidate to join a busy Family Office team and take responsibility for carrying out periodic reviews. Typical tasks will include completing NavOne workflows to record the periodic review and tracking/reporting on workload against targets.  You will need at least four years relevant industry administration experience, and ideally a minimum of three years' experience running your own portfolio of private/family office clients.  A capable, 'can-do' approach is essential, along with the ability to approach large workloads in a calm, effective manner, prioritising in a fast paced and busy environment.  We have new opportunities every day, sometimes every hour! We aim to get them live ASAP, but this isn't always possible during busy times, why not email your CV to our amazing talent team at, or sign up to our job alerts, to make sure you never miss out.

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