Role Description:. Onboard clients onto our platform, answer their questions, personally solve their problems, and ensure that using our product is always a safe and smooth experience. Handle operational needs that includes support for multiple business lines. Ensure our client’s needs are met by being their champion internally within Anchorage.. Create a reputation around our client journey as the most enjoyable, seamless, and professional experience in the industry.. Instill peace of mind, trust, and confidence throughout every client interaction. Develop technical and financial acumen with ... view job details
Role Description:. Help administer end-to-end workflows for trust account creation, maintenance, and. closure, ensuring best fiduciary practices and compliance. Conduct KYC/AML reviews for trust accounts and related individuals. Work closely with compliance, legal, and operations team to conduct risk review for. transactions. Work directly with client account holders to ensure compliance with workflows. Help maintain key policies to ensure ongoing compliance with changes in law and best. practices on compliance and fiduciary issues. Maintain account information and other records. Support senio... view job details
Role Description:. Manage broker-dealer monthly closing process including the preparation and review of all broker-dealer monthly reconciliations and computations. Prepare monthly SEC Rule 15c3-1 net capital computations. Prepare weekly/daily customer reserve calculations in compliance with SEC 15c3-3. Prepare all required FOCUS reports, SSOI, Schedule I, etc. Work with the Operations team regarding customer accounting records. Prepare and approve monthly financial statements. Monitor the firm's daily liquidity management and capital requirements.. Coordinate all internal and external audits f... view job details
Role Description:. Build a healthy, diverse pipeline of active and passive software engineers with the goal of hiring multiple people every month.. Focus on candidate quality/recruitability over quantity.. Work with hiring managers to develop their sourcing skills, write/calibrate job descriptions, align on interview process, and hire the right people!. Help interviewers develop their candidate experience skills and vetting techniques, both technical and behavioral.. Drive university, conference/meet-up event recruiting.. Tell the Anchorage story in a compelling, targeted, and concise way.. B... view job details
Role Description:. Be a community ambassador for the Anchorage brand.. Partner with colleagues to establish and implement critical operational processes. Create and maintain operations for our office in Sioux Falls, including employee onboarding, site management, and HR coordination.. Develop and own all trust administrative functions, including trust meeting coordination, bookkeeping, and client reporting. Provide operational support to compliance, sales, and the client experience team while ensuring consistent application of policies and procedures.. Qualifications:. You have 3+ years of exp... view job details
Role Description:. Drive project management for the company’s SOC and similar audits. Partner with internal cross-divisional teams to create, implement, and maintain key processes and procedures. Create and maintain SOC documentation and evidence. Manage regular SOC compliance testing. Identify and address SOC audit deficiencies, work with internal teams to enhance or uplift necessary control(s). Write Section III of SOC1 and SOC2 reports, in coordination with internal subject-matter experts. Coordinate and manage relevant outside consultants; acting as the liaison between internal stakeholder... view job details
Role Description:. Onboard clients onto our platform, answer their questions, personally solve their problems, and ensure that using our product is always a safe and smooth experience. Create a reputation around our client journey as the most enjoyable, seamless, and professional experience in the industry.. Build trusted relationships with all of our clients by always going the extra mile. Instill peace of mind, trust, and confidence throughout every client interaction. Develop technical and financial acumen with the goal of becoming a beacon of knowledge for the industry, and your coworkers.... view job details