Compliance Assistant

Forward Financing has been recognized as one of the fastest-growing fintech companies in Boston for the past five years, as recognized by Boston Business Journal and Inc. Magazine. We help small businesses spend less time finding capital and more time helping their customers and managing their businesses. Our mission is to create a world-class fintech company so that our customers and our people can reach their full potential. We accomplish this by investing in our people, technology, and customer experience – with long-term success in mind.

We are seeking an ambitious, resourceful and detail-oriented professional to assist our Legal Department with a variety of tasks. As a Compliance Assistant, you will support the Legal Department's compliance efforts ranging from assisting with internal audits to creating training materials. You will report to one of our compliance attorneys, and work collaboratively with our team of attorneys, specialists, and other legal assistants.

In this role you will:

• Be a critical member of our growing compliance team helping to shape the future of a rapidly-growing fintech company.
• Conduct preliminary reviews for background checks on third-party vendors.
• Perform audits of internal and external Company communications to confirm adherence to policies.
• Create content for employee and third-party training materials.
• Build relationships across numerous departments and teams to provide compliance support.
• Help investigate and resolve a wide range of legal issues.
• Maintain legal databases and project trackers.
• Assist with reviewing and editing policies and compliance guides.

Requirements:

(Even if you don't check every box, but see yourself contributing, please apply.)

• Bachelor's degree.
• 1-3 years of experience working in a fast-paced office environment.
• Working knowledge of MS Office Suite.
• Meticulous attention to detail and organization.
• Strong written and verbal communication skills.
• Ability to juggle multiple assignments with varying priorities and durations.

Preferred:

• Experience in a law firm, legislative/regulatory office, and/or compliance setting is a plus.
• Experience with project management and contracts is also a plus.

Forward Financing Core Values:

• People First – We build relationships and support each other.
• We Before Me – We prioritize team success over individual success.
• Be Candid – We are authentic, honest, and direct.
• Do the Right Thing – We act with integrity, and we don't cut corners.
• Continuous Improvement – We push ourselves, never settling for the best we did yesterday.
• Be Positive – We are optimistic and assume positive intent.

About Us:

Forward Financing is a Boston-based fintech company that provides fast, flexible, and reliable capital to small businesses nationwide. Since 2012, Forward Financing has provided over $1.3 billion in financing to more than 32,000 small businesses. Forward Financing has been consistently named by the Boston Business Journal and Built in Boston as one of the best places to work in Massachusetts.

Forward Financing actively promotes a focus on diversity, equity, and inclusion in all we do. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. By accepting diversity of thought, background, and identity, we will continue to become a stronger team and a better organization.

We are a diverse and driven group of over 150 people, located in the heart of Boston's Financial District. Our employees come to work knowing they are helping thousands of small businesses while advancing their own careers. If this sounds exciting to you, learn more about our leadership team and our open opportunities.

Perks & Benefits:

At Forward Financing, we believe that if our company succeeds, all of our employees succeed too. We offer a comprehensive benefits package including but not limited to; medical, dental, vision and commuter benefits along with a flexible time off policy, 401k match, wellness reimbursement, paid volunteering days, annual professional development budget, and charitable donation match.

When we aren't on a Zoom meeting, supporting our customers, or working on a project, you can likely find us taking part in a scavenger hunt, a virtual trivia game, or celebrating team wins together!

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