Position Summary
- Review and process independence, conflicts, and compliance matters in accordance with established policies, procedures, and service-level expectations
- Maintain case records, supporting documentation, and audit trails within designated workflow and case management tools
- Analyze submitted information, identify missing or inconsistent data, and follow up with stakeholders to resolve open items
- Prepare recurring and ad hoc reports, status updates, and documentation for leadership and business stakeholders
- Support process improvement efforts by identifying trends, documenting issues, and escalating risks in a timely manner
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to provide clear guidance to others
- 3+ years of experience supporting risk management, compliance, independence, conflicts, or regulatory processes
- Bachelor's degree (preferably in Accounting, Finance or Business Administration)
- Experience reviewing, documenting, and resolving cases, requests, or exceptions in a workflow, ticketing, or case management environment
- Experience applying policies, procedures, or regulatory requirements in a professional services or corporate environment
- Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
- Experience supporting independence or conflicts processes
- Experience in a professional services environment
- Experience with data quality review, issue tracking, or process documentation
- Experience using workflow, reporting, or case management tools
- Experience using Microsoft Excel, Word, and PowerPoint to prepare documentation, reports, or status updates
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From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.