Data Specialist

Title: Data Specialist

Job Description:

Fixed Term Contract Duration - 12 Months

About the Role

Level: 3

Department: Investment Management

Location: Jersey (Hybrid)

Contract: 12 month FTC

An operational project has been established to review, and where required, remediate Quilter Cheviot International Limited's ("QCIL") client records to ensure they accurately reflect the client's current position and are in line with the Jersey Financial Services Commissions Codes of Practice and AML/ CFT/ CPF Handbook.

We are seeking an individual to work on our Data Remediation Project. The role will involve managing the review and remediation of client records. The individual will work with Investment Management and Client Administration teams in Jersey and the UK to complete the review process.

Ongoing reviews of client records has identified shortfalls in the accuracy and consistency of client data held on core systems. The shortfalls identified are as follows.

• Client data scanned in bulk rather than separated into individual files and labelled inaccurately causing inefficiencies across the business (first and second line) as well as internal audit and regulatory inspections.
• Client due diligence documentation is historic in nature, therefore there is an increased risk that internal procedures are not being met.

We see this as an opportunity to conduct a detailed review and enhance the quality of client data held on various Quilter Cheviot systems, including but not limited to Figaro, SharePoint and CRM.

Responsibilities:

• To ensure the data stored in core systems is accurate and up to date.
• Review existing records and remediate any missing information and documentation to ensure QCIL holds the required client due diligence on file for all accounts.
• To systematically realign client records held on SharePoint to break down bulk scanned document packs into individual parts and correctly save these into CRM/SharePoint.

The project will look to review the client base in three phases:

• Phase 1 - Trust and Company portfolios administered by corporate Trustees where more complex structures, changes in beneficiaries/protectors/trustees may not have been recorded correctly.
• Phase 2 - Private clients invested directly with Quilter Cheviot International Limited.
• Phase 3 - Private clients with an attached advisor either investing directly or through a tax wrapper such as an offshore bond or pension.

About You

The individual should demonstrate high levels of:

• Attention to detail: to ensure that the data held is accurate and up to date.
• Organisational skills: to systematically realign and correctly save records so they are easy to identify.
• Knowledge of JFSCs AML/ CFT/ CPF Handbook, including client due diligence requirements.
• Previous experience working with complex structures is desired but not essential.
• Familiarity with data management systems is useful, however training will be provided to work with systems such as Figaro, SharePoint, and CRM.

The individual should also be:

• Self-motivating.
• Methodical in their approach to record handling.
• Able to manage their time efficiently and work to deadlines.
• Be able to work independently.
• Good communication and interpersonal skills.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Healthcare Cash Plan: Jersey employees only.

Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.