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Description
Company Description
ViewPoint Partners and its affiliates, including Fairview Compliance Services, were founded with a mission of providing outstanding customer service to advisory firms. Growing money management firms generally struggle with handling the operational challenges of many new accounts and different types of relationships. A service company invested heavily in technology and operations expertise can be the perfect complement to advisers who want to stay focused on their primary objective, managing money.
The Compliance Associate is a member of the client account team. The Compliance Associate must establish a working relationship with internal compliance team colleagues and be comfortable corresponding in a professional manner with contacts at our investment adviser clients to coordinate recordkeeping, distribute certifications and make other data requests. Perform data entry.
Key duties and skills:
Requirements
Qualifications
Working at Fairview Compliance Services
At Fairview, we understand that our employees are our greatest assets. That’s why we offer competitive salaries, excellent career opportunity and a rich competitive benefits package: including 100% health care coverage for full-time employees AND dependents, as well as dental, vision and life insurance, a 401(k) with a match and generous paid time off.
All employees get the full experience – including a collaborative and supportive work environment, professional development opportunities and companies who truly care about their employees, services and clients. And we take pride in our diverse workforce, because we know that our differences make us stronger.
ViewPoint Partners and its affiliates Fairview and FilePoint are based in Raleigh, NC, which is consistently ranked on U.S. News & World Report’s annual list as one of the Best Places to Live.
What makes us different
EEO Statement
ViewPoint Partners and / or each of its affiliated persons and entities (together referred to herein as the “Company”) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. In addition to federal law requirements, ViewPoint Partners. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Full Time
$78k-98k (estimate)
03/15/2024
06/11/2024
The job skills required for Compliance Associate include Microsoft Office, Customer Service, PowerPoint, Health Care, etc. Having related job skills and expertise will give you an advantage when applying to be a Compliance Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Compliance Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Compliance Associate positions, which can be used as a reference in future career path planning. As a Compliance Associate, it can be promoted into senior positions as a Compliance Specialist IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Compliance Associate. You can explore the career advancement for a Compliance Associate below and select your interested title to get hiring information.
If you are interested in becoming a Compliance Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Compliance Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Compliance Associate job description and responsibilities
Compliance officers organize regular training sessions for employees to communicate key regulatory changes and updates.
04/12/2022: Tallahassee, FL
Perform other compliance-related responsibilities and special projects as needed.
05/02/2022: Chico, CA
They perceive the compliance risks and regulation measures within the business.
03/04/2022: Rochester, MN
Compliance associate understands the system and be able to establish their system.
03/21/2022: Killeen, TX
A compliance officer explains and defend their point of view.
02/09/2022: Madison, WI
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Compliance Associate jobs
Get Certifications and Continue Learning.
02/20/2022: Pascagoula, MS
Look for the Motivation of the Business.
03/31/2022: Spartanburg, SC
Proactively Work with Other Business Functions.
02/13/2022: Portsmouth, OH
Carefully Evaluate the Security and Compliance Posture of Business Associates.
03/02/2022: Elyria, OH
To execute the above tasks and to effectuate desired value, the compliance manager must possess a defined set of skills and expertise.
05/03/2022: Olympia, WA
Step 3: View the best colleges and universities for Compliance Associate.