Hybrid Compliance Associate

at Risk Strategies Company

• Job title: Compliance Associate
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $25 - $31 per hour
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, United States

About the role

• Compliance Associate managing client-specific tax forms at Oxford Risk Management Group. Responsibilities include data analysis and compliance reporting across various programs.

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.

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.