Compliance Assistant
The Compliance Assistant reports to the Compliance Officer and performs support duties within the Compliance Department and Accounting Department. The following list is not all inclusive, but it is an example of normal duties the Compliance Assistant should expect. The Compliance Officer and Accounting Manager may contribute additional responsibilities as they become necessary.
The Compliance Assistant will:
- Perform Resident File Audits: Confirm that all forms are present, correct, and documents are in proper order
- Travel to property locations under direction from Compliance Officer for file audits
- Audit collection of monthly Emerald Reserve SOX Security Deposit reconciliations
- Audit collection of monthly Emerald Reserve SOX Rent Roll reconciliations
- Ensure Emerald Reserve properties using correct lease documents & addendums based on state regulations
- Audit Emerald Reserve logo and branding to ensure properties are in compliance
- Review, sort, and match invoices
- Review, research, and confirm invoicing accuracy with appropriate employees
- Determine appropriate AP accounting month for Emerald Reserve; approve, stamp, & code invoices
- Ensure invoices are forwarded to the Accounting Team for payment
- Process month-end payable approvals under guidance from Controller
- Maintain company spreadsheet of approved Emerald Reserve vendors, to include monitoring insurance certificates' terms and expirations
- Assess monthly Work Order property usage
- Assist in special projects as requested by the Compliance Officer
Skills and Qualifications:
- Associate degree in related field preferred
- Ability to Travel up to 50% of the time to properties within the portfolio
- Advanced Excel experience required For example: PivotTables
PivotCharts
Power Query
Power Pivot
Data Modeling
DAX (Data Analysis Expressions)
Conditional Formatting
Data Validation
Slicers
Dashboards
- 3+ years in an office environment
- Ability to work independently with minimal supervision and sound judgment
- Highly organized with a strong attention to detail
- Excellent time management skills
- Strong proficiency with MS Office applications and data entry
- Knowledge of general accounting procedures
- Ability to multitask in a fast-paced environment and work within time constraints
- Strong interpersonal skills with ability to communicate clearly, both verbally and in written form
About Workforce Beacon Solutions
Workforce Beacon Solutions partners with organizations to deliver strategic workforce solutions that drive performance and growth. We act as an extension of our clients' teams, helping them secure talent that aligns with their long-term business objectives.
Equal Opportunity Employer
Workforce Beacon Solutions and our client are equal opportunity employers and are committed to creating an inclusive workplace.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Referral program
Application Question(s):
- Please explain your Excel experience and to what extent you have used it for reporting purposes.
Experience:
- Microsoft Excel: 3 years (Required)
Work Location: In person