4 дня назад
Compliance & Operations Coordinator (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Compliance & Operations Coordinator (Finance): Supporting operational functions for the Trust Company and performing regular compliance testing to ensure alignment with risk management programs. Focus on risk matrix execution, audit coordination, and operational reporting.
Location: On-site in Great Falls, MT
Company
is a long-standing financial services firm with 90 years of experience, specializing in trust services and wealth management.
What you will do
- Provide operational support to the Compliance Officer and the broader Operations team.
- Perform routine risk testing (daily, monthly, quarterly, annually) based on the established risk matrix.
- Support the coordination of internal and external audits.
- Maintain compliance logs and track policy updates during weekly Risk Committee meetings.
- Generate routine operations reports across various timeframes.
- Manage client online access and coordinate corporate actions.
Requirements
- High School diploma or equivalent; Associate or Bachelor’s Degree is a plus.
- Must be based in or able to work on-site in Great Falls, MT.
- Strong analytical ability and high attention to detail.
- Proficiency in Microsoft Office Suite and ability to learn proprietary banking software.
- Proven ability to maintain strict client confidentiality.
- Effective verbal and written communication skills.
Culture & Benefits
- Comprehensive health coverage including Medical, Dental, and Vision.
- Retirement savings through 401(k) and ESOP contributions.
- Generous paid time off, including sick leave, vacation, and maternity/parental leave.
- Professional development opportunities and tuition reimbursement up to a $15,000 lifetime cap.
- Discounted personal insurance for home, auto, and recreational vehicles.
- Participation in the Davidson Day of Giving to positively impact local communities.
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