Compliance Officer

Tru Talent
Melville, NY Full Time
POSTED ON 5/24/2023 CLOSED ON 1/10/2024

What are the responsibilities and job description for the Compliance Officer position at Tru Talent?

Compilance Officer

Melville, NY

Full Time

We are seeking a Supervisory Officer located in our Melville, NY office location. The Supervisory Officer will be responsible for monitoring the compliance program and advising the Branch Manager on significant risk and compliance initiatives. Supervisory Officer will be tasked with implementing procedures to ensure that the compliance programs throughout the organization are effective and efficient in identifying, preventing, detecting and correcting noncompliance with applicable laws and regulations.

Responsibilities

Keep up on the latest rules and regulations

Implementing practices that will ensure company meets all current industry regulation standards

Have in-depth knowledge and understanding of fee-based business and Reg BI

Monitor the firm's written supervisory procedures

Detailed knowledge of the firm’s policies and procedures and how they are applied and monitored

Maintain daily, monthly, quarterly and annual compliance log/tasks

Monitor all aspects of the firm’s operations in order to identify new or emerging compliance issues

Advise management on existing and new regulations as they occur and how they affect the firm and its clients

Communicate clearly and effectively

Perform other duties and responsibilities as assigned

Monitor multiple branch locations

Review and approval of advertising and marketing material

Organize the submission of timely regulatory responses

Qualifications

Must have the following licenses: Series 7, 24 and 63; Series 4 & 65/66 preferred

Minimum of 5 years’ experience (10 years preferable) as a Supervisor or relevant experience working closely in supervision/compliance in the financial services industry

Strong analytical skills required to organize and analyze multiple, complex data

A team player, enthusiastic, energetic, pro-active and responsive

Proven track record of identifying, solving and preventing compliance issues

Demonstrated ability to understand complex regulatory requirements and create effective compliance programs

Must be highly organized

Ability to voice and defend opinions

Compensation will be salary and bonus. Salary commensurate with being the SO of a midsized full-service investment banking firm

Experience working with FINRA and the SEC

Job Type: Full-time

Pay: $65,000.00 - $90,000.00 per year

Ability to commute/relocate:

  • Melville, NY 11747: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Microsoft Powerpoint (Preferred)
  • compliance in the financial services industry (Required)

Work Location: In person

Speak with the employer
91 9724728899

Salary : $65,000 - $90,000

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