Accreditation Specialist - Remote

Overview

This role is crucial in supporting our accreditation process, ensuring our products and services meet industry standards and regulatory requirements. The individual will work closely with the senior accreditation team, product managers, and engineers, aiding our clients to navigate relevant accreditation frameworks and certifications.

In Short

• Accredited Investor onboarding and application review.
• Document verification and authenticity checking.
• Customer support and client communications.
• Authenticate identity documentation.
• Assist in KYC/AML compliance.
• Conduct database research for documentation verification.
• Collaborate with senior teams on accreditation standards.
• Promote customer satisfaction and retention.
• Work in a regulated financial environment.
• Utilize audit software tools and reporting systems.

Requirements

• Experience with proof of income and net worth documentation.
• Familiarity with identity management platforms.
• Experience with audit software tools.
• Knowledge of privacy regulations (GDPR, CCPA).
• Detail-oriented and analytical.
• Excellent communication skills.
• Self-motivated and collaborative.

Benefits

• Base salary range of $70,000 to $90,000.
• Equity for all full-time employees.
• Annual performance bonus.
• Employer matched retirement plan.
• Generously subsidized healthcare.
• Unlimited paid time off (PTO).
• Flexible work arrangements on Fridays.