Elevate operational efficiency as a Compliance Analyst with Archer. Focus on supporting advisors, managing compliance projects, and enhancing operational processes in a dynamic financial services workplace.
Archer, an independent firm specializing in wealth management and financial planning, seeks a Compliance Analyst. This role demands a high school diploma in finance, two years of related experience, and proficiency in Office. You'll work closely with advisors to ensure compliance and operational efficiency, while supporting daily tasks with attention to detail and a rigorous approach.
Key Responsibilities:
• Process advisor requests and maintain accurate records
• Ensure CRM data consistency and integrity
• Conduct daily transaction reconciliations
• Identify opportunities for operational improvements
• Assist in KYC verification and internal audits
Requirements:
• High school diploma in finance or related field
• 2 years of experience in operations or compliance
• Advanced French proficiency (CLB 7)
• Strong analytical skills and critical thinking
• Excellent communication skills and teamwork
Support compliance at Archer with your expertise in operations and dedication to excellence!
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📌 Compliance Analyst at Archer Financial Services (Quebec City)
🏢 Socket.dev
📍 Quebec City
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