Apply for the AVP / VP, KYC Middle Office position
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Office Status: Hybrid (2-3 days per week)
Salary: $115,000 – $150,000
Responsibilities:
- Conduct Know Your Customer (“KYC”) on opening new customer accounts and on periodic reviews.
- Perform Quality Control of KYC files, including providing feedback on specific areas of improvement.
- Assist the team head in leading and driving process changes, and managing updates to operating manuals and related procedures.
- Support in the training of procedure updates.
- Help manage the annual model/system validation for the KYC platform/tool.
- Support in internal and external audit reviews inclusive of collection of testing evidence.
- Gather, track, and monitor operational metrics such as service level agreements (“SLAs”) and quality, and place strategies in place to ensure thresholds are within risk appetite.
- Drive and maintain escalation protocols.
- Assist the direct manager in managerial tasks such as those related to capacity analysis, issue management and reports to branch committee.
- Liaise with Compliance Group to discuss identified trends, develop appropriate resolutions, and maintain an awareness of changes to their operational processes.
- Work with vendors to obtain invoices and use internal procedure to disburse them. This requires working with legal, accounting and third party vendors