Compliance Associate


Role
Compliance Associate

Location
Southern Suburbs, CT

Industry
Wealth Management

Salary
R40k / month


Our client is a long term established Wealth Management firm that strives to provide a specialist solution to their client's individual financial needs by offering a comprehensive range of services and expertise to manage and grow their wealth.  
 
The Compliance Associate will provide support to the internal compliance team, ensuring that all compliance-related activities are carried out accurately and efficiently, as well as working closely with all departments to ensure legal compliance regarding specific laws.  


Key Responsibilities

  • Assist in the preparation of compliance-related documents

  • Ensure proper maintenance and filing of compliance-related records and registers

  • Assist with coordination and completion of compliance remediation and projects

  • Company administration (commission lodgements)

  • Assist in the development and implementation of compliance training programs for employees

  • Conduct research and analysis on compliance-related topics, and present findings to the compliance team  

    Qualifications

  • 2-3 years’ experience in an administrative role, with specific focus in a FAIS compliance environment

  • Relevant degree or tertiary risk/legal/or compliance related qualification from a reputable institution

  • RE5 (advantageous) 

  • Computer Literacy in MS Office and/ or other industry related packages

  • Strong organizational skills, adept at managing multiple tasks and priorities

  • Attention to detail, proficient with complex information

  • Tech-savvy

  • Excellent written and verbal communication   

  • Ability to maintain confidentiality and handle sensitive information discreetly 

 

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