Associate, Back Office Solutions Job at Aprio (Topeka)

Senior Associate - Compliance Solutions

Reporting to the reporting to the Managing Director, the Senior Associate will b...

Location

United States , New York

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

2-4 years’ experience working in financial services as an accountant, back-office professional, compliance department staff, paralegal, or high-level administrative associate
Candidates must have excellent English language skills, excelling in both written and oral communication
Experience with Microsoft Office including excellent Excel skills is desirable
Strong analytical skills are a must. Candidates must display the ability to analyze and interpret basic data with a keen eye for detail
Waystone employees must be self-starters with strong independent motivation and the ability to thrive in an independent work environment
An internationally recognized professional qualification.

Job Responsibility

Maintain Code of Ethics programs for clients
Assist consultants with annual review obligations, including electronic communications surveillance
Assist with the preparation of regulatory correspondence including SEC, CFTC, and SRO examinations and inquiries
Assist with the preparation of regulatory filings such as Form ADV, Section 13 filings, Form PF, Form PQR, among others
Conduct regular reviews of compliance programs including anti-money laundering
Some travel may be required (<10%)

Fulltime

Senior Associate - Compliance Solutions

Reporting to the Managing Director, the Senior Associate will be an integral par...

Location

United States , Chicago

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

2-4 years' experience working in financial services as an accountant, back-office professional, compliance department staff, paralegal, or high-level administrative associate
Candidates must have excellent English language skills, excelling in both written and oral communication
Experience with Microsoft Office including excellent Excel skills is desirable
Strong analytical skills are a must. Candidates must display the ability to analyze and interpret basic data with a keen eye for detail
Waystone employees must be self-starters with strong independent motivation and the ability to thrive in an independent work environment
An internationally recognized professional qualification.

Job Responsibility

Maintain Code of Ethics programs for clients
Assist consultants with annual review obligations, including electronic communications surveillance
Assist with the preparation of regulatory correspondence including SEC, CFTC, and SRO examinations and inquiries
Assist with the preparation of regulatory filings such as Form ADV, Section 13 filings, Form PF, Form PQR, among others
Conduct regular reviews of compliance programs including anti-money laundering
Some travel may be required (<10%)

Fulltime

Clinical Supply Solutions Commercial Associate

Under the general direction of the Director – Clinical Supply Solutions (CSS), t...

Location

United States

Salary:

74000.00 - 105820.00 USD / Year

Cencora

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, marketing, healthcare, or a related field (or equivalent experience)
A minimum of 4–5 years of experience in sales, business development, or a related customer-facing role, preferably within the healthcare, clinical trials, or logistics industries
Experience working in a global or matrixed environment is an advantage
Strong understanding of company policies, goals, and objectives to effectively support commercial activities
Familiarity with clinical trial operations, healthcare services, or 3PL operations is preferred
Excellent organizational skills and attention to detail
Proficiency in financial analysis and report preparation
Strong interpersonal skills with the ability to build relationships and collaborate across teams
Customer-service-oriented, with a focus on delivering tailored solutions to meet client needs
Ability to work in a dynamic, matrixed environment where influencing and teamwork are key

Job Responsibility

Supports the commercial growth of the CSS service line by collaborating with the BD teams to identify and prioritize sales opportunities globally
Takes an active role in educating Sales and Marketing teams on CSS capabilities and service development
Ensures insights on CSS differentiations and clients unmet needs are fed back to CSS leadership to inform decision on CSS strategy development and innovation
Assists in managing sales pipelines and provides regular updates on progress against revenue targets
Works closely with Global and Regional Sales and Marketing teams to produce prospecting strategies that drive new business acquisition for CSS
Prepares sales proposals, presentations, and bid defense materials to support client engagement efforts
Conducts market research to identify trends, opportunities, and competitive insights that align with the CSS service line strategy
Assists in the development of marketing materials and customer-facing collateral in collaboration with the Enablement Function
Participates in client meetings as needed, helping to build and nurture strong customer relationships
Develops and maintains dashboards and reports to track key performance indicators (KPIs) and trends, supporting data-driven decision-making

What we offer

medical
dental
vision care
comprehensive suite of benefits that focus on the physical, emotional, financial, and social aspects of wellness
support for working families
backup dependent care
adoption assistance
infertility coverage
family building support
behavioral health solutions

Fulltime

Compliance Manager

In this role at Citizens, you’re made ready for a fulfilling career with excitin...

Location

United States , Southfield

Salary:

97000.00 - 105000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Finance, Business or related discipline preferred
5+ years of broker dealer compliance/investment advisory experience
FINRA Series 7, 24
Strong understanding of examination principles and practices for the securities industry
Strong understanding of the rules, regulations and legal requirements of the SEC, FINRA and general state securities and insurance commissions
Knowledge of operational matters within a Retail B-D and Registered Investment Advisor
Experience working within a large, complex financial services organization
Strong working knowledge of the compliance risks associated with a banking institution as well as experience working in and/or building effective compliance programs
Experience reading and interpreting regulations, laws, and statutes
Should be able to work effectively with others at all levels across the organization and provide authoritative guidance to management and staff within the organization

Job Responsibility

Coordinate and perform ongoing risk assessments and compliance reviews to assure compliance policies and risk controls are appropriate
Identify any factors which may affect risk mitigation and compliance with applicable regulatory requirements
Monitor strategies to assure operations are effective and identify any recommendations to support governance and mitigate risk
Assure that issues that arise through compliance monitoring are promptly addressed and reviewed
inform all necessary parties of issues and implement solutions based on recommendations
Anticipate any issues that may arise in the future and prepare appropriate deliverables
Conduct proper documentation of all compliance issues
Establish expertise on the regulatory environment and remain up-to-date on practices aligning with compliance
Monitor business processes to determine areas of improvement and facilitate changes
Is responsible for working within Wealth Managements’ Compliance Department to ensure that the Inspection Program appropriately addresses the regulatory risks relative to the business lines activities

What we offer

comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Director - ITB Americas- Originator

Crédit Agricole Corporate and Investment Bank (CA-CIB) is seeking a Director-lev...

Location

United States of America , NEW YORK

Salary:

230000.00 - 260000.00 USD / Year

Crédit Agricole

Expiration Date

Until further notice

Requirements

Bachelor Degree / BSc Degree or equivalent
Upper Education
+7 years of relevant experience with knowledge of Export Finance, Trade Finance and Receivables/Supply Chain Finance
Good interpersonal and commercial skills
Team work
Have strong work ethics
Expertise in the above mentioned products
Initiatives, dynamism, effectiveness and commercial / technical skills in supporting its activities
Rigor and sense of organization
Fluent in English (written and verbal)

Job Responsibility

Lead origination of transactions across CACIB's corporate client base, covering investment-grade and select sub-investment-grade clients across the Industrial and Manufacturing sectors
Develop and execute commercial plans, targeted pitches, and RFI/RFP responses designed to create C-suite level engagement
analyze clients' financial strategies, trade flows, working capital cycles, and supply chain structures to identify and present bespoke ITB solutions
Proactively prospect new clients in liaison with the Coverage team and deepen existing relationships to grow the team's pipeline of mandates and overall NBI contribution
Maintain and expand a strong market network
represent CACIB ITB at client meetings, industry forums (GTR, ICC, BAFT), and trade finance conferences to build the bank's origination franchise in North America
Coordinate with CACIB's global ITB’s hubs in Paris, London, Hong Kong, Singapore etc… to ensure coherent multi-geography client coverage and to leverage the bank's full international footprint in cross-border mandates
Act as advisor and primary point of contact for clients throughout their trade finance lifecycle — from initial structuring dialogue through implementation, monitoring, and renewal
Structure and execute a wide range of ITB products, including: ECA-backed export finance loans letters of credit, standby LCs, performance bonds
supply chain finance programs, receivables finance, inventory finance

Fulltime

Director Sales & Marketing

Functions as the leader of the property’s sales department for properties with b...

Location

Indonesia , Makassar

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

2-year degree from an accredited university in Business Administration, Marketing, Hotel and Restaurant Management, or related major
4 years experience in the sales and marketing or related professional area
OR 4-year bachelor's degree in Business Administration, Marketing, Hotel and Restaurant Management, or related major
2 years experience in the sales and marketing or related professional area.

Job Responsibility

Manages the development of a strategic account plan for the demand generators in the market
Manages the property's reactive and proactive sales efforts
Determines and develops marketing communication activities, in conjunction with Regional Marketing Communications
Provides customer intelligence in evaluating the market and economic trends that may lead to changes in sales strategy to meet or exceed customer expectations
Reviews the Strategic Alignment Review (STAR) report, competitive shopping reports and uses other resources to maintain an awareness of the hotel’s market position
Researches competitor’s sales team strategies to identify ways to grow occupancy and RevPAR and increase market share
Attends sales strategy meetings to provide input on weekly and overall sales strategy
Suggests innovative marketing ideas and develops deployment strategies to continue to grow market share
Evaluates and supports participation and account deployment with Area Sales and Group Sales within the Sales Office
Serves as the sales contact for the General Manager, property leadership team, Group Sales and Area Sales leaders

Fulltime

Director of Sales & Marketing

Functions as the leader of the property’s sales department for properties with b...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

2-year degree from an accredited university in Business Administration, Marketing, Hotel and Restaurant Management, or related major
4 years experience in the sales and marketing or related professional area
4-year bachelor's degree in Business Administration, Marketing, Hotel and Restaurant Management, or related major
2 years experience in the sales and marketing or related professional area

Job Responsibility

Manages the development of a strategic account plan for the demand generators in the market
Manages the property's reactive and proactive sales efforts
Determines and develops marketing communication activities, in conjunction with Regional Marketing Communications
Provides customer intelligence in evaluating the market and economic trends that may lead to changes in sales strategy to meet or exceed customer expectations
Reviews the Strategic Alignment Review (STAR) report, competitive shopping reports and uses other resources to maintain an awareness of the hotel’s market position
Researches competitor’s sales team strategies to identify ways to grow occupancy and RevPAR and increase market share
Attends sales strategy meetings to provide input on weekly and overall sales strategy
Suggests innovative marketing ideas and develops deployment strategies to continue to grow market share
Evaluates and supports participation and account deployment with Area Sales and Group Sales within the Sales Office
Serves as the sales contact for the General Manager, property leadership team, Group Sales and Area Sales leaders

Fulltime

Administrative Assistant

Our client, a global consulting firm in Boston, is seeking an Administrative Ass...

Location

United States , Boston

Salary:

24.00 - 28.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

High school diploma required
Associate’s or Bachelor’s degree preferred
4+ years of administrative or executive assistant experience, ideally in a professional services environment
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams)
SAP and Concur experience a plus
Strong written and verbal communication skills
Professional demeanor with strong judgment and attention to detail
Highly organized, dependable, and punctual
Ability to multitask and manage competing priorities in a fast-paced environment
Collaborative, client-focused mindset with a proactive approach to work

Job Responsibility

Manage calendars, scheduling, and meeting coordination across multiple time zones
Arrange domestic and international travel logistics, including itineraries and visa coordination
Process expense reports and handle administrative workflows (timekeeping, documentation, etc.)
Coordinate internal and external meetings, including space reservations, catering, and accommodations
Prepare and organize materials for client proposals, presentations, and internal documentation
Support multiple stakeholders with shifting priorities, complex schedules, and travel demands
Communicate with vendors, clients, and internal teams via email and phone
Handle sensitive information with discretion and confidentiality
Troubleshoot issues and provide administrative solutions as needed
Assist with special projects and deadlines

Fulltime

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Associate, Back Office Solutions

Job Description

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