Compliance Intern

MarshBerry is growing! We are seeking a Compliance Intern to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Job Details

Position Summary:

MarshBerry is seeking an Intern for our Compliance Team in our Beachwood, OH office. Their primary responsibilities will include assisting with creating and reviewing compliance reporting, helping to document record retention and destruction activities, and updating and organizing various disclosure, policy, and procedure documents.  This Intern will also assist with project management for new compliance initiatives.  The Intern will have the opportunity to work with the Compliance and Investment Banking and Consulting (IBC) team and learn about MarshBerry products and services. 

Responsibilities:

• Assist in creating and reviewing Compliance reporting for the business.
• Help with documentation of record retention and record destruction activities.
• Assist with project management of new compliance initiatives.
• Maintain and organize various disclosure, policy, and procedure documents.
• Assist with the creation of MarshBerry Capital Compliance trainings.

• Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.

• Additional projects and tasks as assigned.

Selection Criteria
Education & Experience:

• Candidates that have completed or are pursuing a bachelor’s degree.
• Recent graduates enrolled in graduate program or current college students at the junior and senior level.
• Proficiency in Microsoft PowerPoint, Excel, Word, and other software programs.

Other:

• Strong attention to detail.
• Strong communication, analytical, and creative thinking skills.
• A customer service mindset.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.