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JOB TITLE

Compliance Officer

REQUIREMENTS:

  • Bachelor’s degree in accounting, business, public administration, or related field (including at least 12 semester units of accounting, finance, economics, or statistics) preferred.
  • Five (5) years of experience working in a regulated environment with emphasis in auditing, analytical or similar work experience.
  • Possession of a professional designation such as Certified Fiduciary & InvestmentRisk Specialist (CIFRS) or willingness to complete the certification process.

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JOB TITLE

New Account Representative

REQUIREMENTS:

  • High school diploma or GED.
  • University degree preferred.
  • Experience in an accounting or banking operation, preferably dealing with payments, transactions, and balancing.
  • Excellent decision-making skills.
  • Ability to read and decipher tax documents, trust documents and vendor invoices.

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