[Remote] Compliance Associate
Note: The job is a remote job and is open to candidates in USA. Risk Strategies Company is an organization focused on providing high caliber captive insurance services. They are seeking a Compliance Associate responsible for preparing and maintaining client data, ensuring timely filing of client-specific forms, and supporting various compliance-related projects.
Responsibilities
- Review and prepare client specific forms required for tax filing purposes, including Form 8886, Form 8275 and additional forms, as required
- Track progress of form preparation to ensure timely filing requirements are met
- Assist with data gathering, analysis and submission for compliance purposes
- Enter data into client management software to track progress
- Periodically interface with clients/brokers regarding client specific state and federal reporting requirements
- Assist with the implementation and coordination of any new compliance processes
- Coordinate document requests, procedure changes, and other quality projects
- Compile various reports for the Compliance Department
- Participate in various compliance projects, as requested
Skills
- Practical experience within the insurance industry in a Compliance role preferred but not required
- Comprehensive knowledge of relevant software: Windows, Word®/ Excel®/ Powerpoint
- Professional, flexible, team player with acute attention to detail/ excellent organizational skills and a passion for working cross-functionally
- Skilled in tracking and monitoring workflow, deadlines, and performance metrics
- Ability to effectively communicate, both verbal and written, with all levels in the organization
- Proactive and dynamic personality with superior communication skills (written, verbal and presentation)
- Ability to follow instructions and to work both independently and within a team environment
- Ability to work in a fast-paced environment, prioritizing multiple time-sensitive projects
- Proven ability to handle confidential information with discretion
- Demonstrated ability to prioritize responsibilities
- Ability to adhere to confidentiality expectations
- Strong decision-making and problem-solving skills
- Excellent communication skills, including written, verbal and presentation
Company Overview