Audit Associate II

Aston Carter
1d$23 - $23Hybrid

About The Position

As an Audit Associate II, you will collaborate closely with account managers to effectively manage and administer account portfolios. Your role will also involve providing technical guidance and contributing to continuous improvement initiatives. You will have the opportunity to partner with key stakeholders from operational areas, internal teams, and outside vendors to address any arising concerns.

Requirements

  • Proficiency in compliance, document control, legal document and contract review, and audit processes.
  • Experience with Adobe, Microsoft Word, and Excel.
  • Strong administrative support and legal administrative skills.
  • Familiarity with mortgage and data entry tasks.
  • Knowledge of Microsoft Office and internal audit practices.
  • Minimum of 2 years of experience in financial services or the legal field.
  • Ability to use independent judgment to identify and resolve problems, escalating as necessary.
  • Ability to generate complex spreadsheets and research account data on records’ systems.
  • Strong analytical skills for problem resolution.
  • Demonstrates excellent organizational and attention to detail skills.

Nice To Haves

  • Bachelor’s degree in a relevant field such as Finance, Economics, Criminal Justice, Legal Studies, Accounting, or a related discipline (preferred).
  • Previous experience in Trust, legal, corporate finance, or other applicable financial service industries.

Responsibilities

  • Interpret and comprehend complex legal documents.
  • Exhibit superior written and verbal communication skills to engage with professionals, executives, and co-workers at all levels.
  • Perform daily administration of accounts.
  • Provide marketing and research support.
  • Send customer correspondence, including follow-up and responses to routine requests.
  • Participate in business initiatives and committees.
  • Review transaction activity for propriety and adherence to proper controls and processing.
  • Ensuring account management complies with policies, procedures, and regulations.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service