KellyMitchell Group · 6 hours ago
Project Coordinator/Compliance Support Analyst
KellyMitchell Group is seeking a Project Coordinator/Compliance Support Analyst to join their team. The role involves managing documentation related to compliance, monitoring communications, and ensuring adherence to supervision workflows.
Human ResourcesInformation TechnologyStaffing Agency
Responsibilities
Review and manage documentation related to disciplinary and supervision cases
Monitor agent communications and escalate concerns appropriately
Ensure branch offices comply with supervision workflows
Support reporting and trend analysis for compliance programs
Assist with Ethics Point and Enhanced Underwriting processes
Coordinate with internal stakeholders and maintain professional communication
Work within disciplinary action systems and manage related email communications
Qualification
Required
Bachelor's degree in business or related field
1+ years of experience in insurance/securities compliance or operations
Strong analytical, investigative, and organizational skills
Excellent written and verbal communication
Proficiency in Microsoft Office suites
Preferred
Entry-level candidates with strong business or accounting understanding encouraged to apply
Series 6 or 7 license or insurance designations
Knowledge of life insurance, annuities, and mutual funds
Familiarity with compliance reporting and supervision workflows
Benefits
Medical, Dental, & Vision Insurance Plans
Employee-Owned Profit Sharing (ESOP)
401K offered