Risk Strategies Company

Compliance Associate

Risk Strategies Company

full-time

Posted on:

Location Type: Hybrid

Location: Maryland • United States

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Salary

💰 $25 - $31 per hour

About the role

  • 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.

Requirements

  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisform preparationcompliance processesreport compilationworkflow trackingperformance metrics
Soft Skills
attention to detailorganizational skillscommunication skillsteam playerproactive personalitydecision-makingproblem-solving