Orion Placement

Compliance

• Lead client engagements as the primary compliance advisor and point of contact, managing multiple relationships simultaneously and keeping every engagement on track
• Prepare and submit periodic call reports for money transmitter clients
• Handle MU1, MU2, MU3, and MU4 filings — including new applications, amendments, and control person changes — with accuracy and timeliness
• Prepare and submit ACN filings and other ongoing regulatory notifications
• Manage state money transmitter license applications, renewals, surety bond renewals, and annual reporting across multiple jurisdictions
• Maintain license tracking systems and compliance calendars so nothing slips through the cracks
• Translate complex regulatory requirements into clear, actionable guidance clients can actually use
• Design, implement, and continuously improve compliance programs tailored to each client's business model and regulatory obligations
• Monitor federal and state regulatory developments, assess their impact, and proactively communicate implications to clients
• Support clients through state regulatory examinations, information requests, and deficiency responses
• Draft responses to regulator inquiries and coordinate remediation efforts from start to finish
• Coordinate with internal teams to deliver integrated, high-quality client solutions

Consultant – Money Transmitter Compliance

• Own and manage full compliance programs for a portfolio of RIA clients as their outsourced Chief Compliance Officer
• Lead client engagements from strategy through execution, serving as the primary compliance advisor and trusted point of contact for executives and boards
• Mentor and coach junior consultants, reviewing their work and actively supporting their professional development
• Represent the firm in high-stakes meetings with C-suite leaders, boards, and regulators
• Design and continuously enhance tailored compliance programs aligned to SEC and state regulatory requirements
• Draft, update, and maintain compliance policies, procedures, manuals, and training materials that are clear, practical, and audit-ready
• Conduct compliance risk assessments, mock examinations, and annual reviews — including SEC Rule 206(4)-7 reviews
• Monitor SEC, FINRA, and state regulatory developments and proactively communicate their impact to clients
• Prepare and oversee regulatory filings including Forms ADV, U4, and other required documentation
• Guide clients through regulatory examinations and any remediation efforts
• Advise on both day-to-day compliance questions and long-term strategic regulatory matters
• Leverage AI-enabled consulting workflows to deliver scalable, tech-forward compliance solutions

Compliance Consultant

Paralegal

• Support attorneys in all phases of New Jersey family law matters, including divorce, custody, support, alimony, equitable distribution, domestic violence, mediation, and related cases.
• Draft pleadings, correspondence, subpoenas, interrogatories, affidavits, motions, and other family law documents.
• Prepare cases for hearings, mediation, settlement conferences, and trial, including exhibits, witness coordination, deadlines, and logistics.
• File court documents through New Jersey e-filing systems and maintain accurate, organized case files.
• Manage attorney calendars, court dates, client meetings, deadlines, and case follow-ups.
• Communicate professionally and compassionately with clients, courts, opposing counsel, and internal team members.
• Assist with Case Information Statements and financial discovery materials.
• Keep electronic and paper files organized, current, and easy for the legal team to access.
• Help deliver a calm, responsive, and positive client experience during sensitive family law matters.

Family Law Paralegal

• Draft pleadings, discovery requests and responses, subpoenas, motions, and mediation/settlement materials
• Coordinate and manage case deadlines, calendars, filings, e-service, and litigation documentation in cloud systems
• Work directly with clients to gather information and prepare discovery responses
• Review and summarize employment agreements, contracts, and key case documents
• Support attorneys with legal research and case strategy execution
• Assist with deposition prep, mediation prep, settlement packages, and billing support
• Keep cases moving proactively with clear communication and strong follow-through

Employment Litigation Paralegal, California Experience Required

Attorney

• Manage an active caseload of California workers' compensation defense matters
• Represent clients before the Workers' Compensation Appeals Board
• Draft pleadings, reports, and case evaluations
• Communicate directly with clients and court personnel
• Appear at hearings and conferences as needed

Workers' Compensation Defense Attorney

Employment Litigation Paralegal – California Experience Required

Accounts Payable

• Verify, code, and process vendor invoices and manage invoice holds and payment cycles
• Monitor and reconcile ledgers and prepare daily accounts payable reporting across multiple bank accounts
• Review, code, and reconcile corporate credit card statements and process reimbursements and expense claims
• Reconcile monthly vendor statements and research discrepancies to resolution
• Maintain vendor documentation including W-9s and support annual 1099 reporting
• Assist with financial reporting, audits, and special projects as needed
• Maintain organized vendor files and support vendor relationships and contract coordination
• Provide backup support for some accounts receivable tasks as needed

Accounts Payable Specialist – Law Firm

• Handle employment litigation matters from intake through resolution
• Draft pleadings, discovery, motions, and mediation briefs using cloud-based systems
• Take and defend depositions and argue motions
• Drive case strategy and settlement negotiations with autonomy
• Use AI tools and shared services to maximize efficiency and reduce admin work
• Communicate directly with clients and deliver a high-quality client experience
• Collaborate with a remote team of experienced employment litigators