[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

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