Paralegal Specialist, ECEB Compliance & Analytics
Tasks
- Author compliance summaries and reports
- Build and maintain Excel models
- Collect validate reconcile client data
- Execute compliance testing for investment fund clients
- Identify automation opportunities
- Maintain records and file management
- Perform compliance reporting and documentation
- Review technical compliance documents and calculations
- Support client inquiries and communications
Perks/Benefits
Skills/Tech-stack
Automation | Data Modeling | Data Reconciliation | Data Validation | Database Management | ERISA | Microsoft Excel | Pivot Tables | SQL | VBA
Education
Roles
Analyst | Compliance Analyst | Paralegal | Paralegal Specialist | Specialist
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