Compliance Assistant

Job Title: Compliance Assistant
Employment Type: Full Time, 40 hours/week
Reports to: VP of Compliance
FLSA Status: Exempt
Position Type: In-Person

Who We Are

Life Surge is a leading company in the industry of faith-based live events and financial education programs. One of the fastest growing organizations in the country, Life Surge exists to inspire, train and equip people to build their personal impact in ways that glorify God. By producing 30+ annual events and providing financial education to thousands around the nation, we do just that.

We are a team of experienced professionals who are passionate about helping people learn, grow, and connect so they may live more enriched lives. Our culture is one where we celebrate one another, individually and as a team. We look to acknowledge and reward our star performers. Let your light shine in our company!  

Opportunity

We are looking for a highly resourceful Compliance Assistant to support the VP of Compliance and the broader Compliance Department. This individual will play a critical role in managing administrative, scheduling, and organizational tasks, as well as assisting with clerical duties, data entry, compliance research, and coordination of departmental activities.

This is a key support role for someone who is detail-oriented, organized, and thrives in a fast-paced, mission-driven environment.

Responsibilities:

• Provide comprehensive administrative and scheduling support to the VP of Compliance.

• Assist the Compliance Department with clerical tasks and data entry.

• Conduct compliance-related research and help manage departmental documentation.

• Coordinate cross-functional activities and projects within the department.

• Maintain and organize documents using platforms such as SharePoint and OneDrive.

• Utilize project management tools like Asana and Microsoft Teams to support workflow.

• Prepare and edit documents using Microsoft Word, Excel, and PowerPoint.

• Maintain high attention to detail, confidentiality, and professional communication at all times.

Qualifications:

• 2+ years of related work experience.

• Strong organizational and project management skills.

• Proficiency in Adobe software and Microsoft Office Suite.

• Familiarity with Asana, Microsoft Teams, SharePoint, and OneDrive.

• Excellent verbal and written communication skills.

• Bachelor’s degree in business administration or a related field is a plus.

• Unquestionable ethics, integrity, and common sense.

Benefits:

• Health, Dental, Vision, Life, Holiday, and Paid Time Off. 

• Non-corporate, casual, entrepreneurial, comfortable, fun, and proactive work environment.  

• High-level performers, disciplined, and self-motivated people will do VERY WELL in this environment. 

Life Surge is an Equal Opportunity Employer. We value diversity and seek to empower each individual while supporting the many perspectives, skills, and experiences within our workforce. All employment is decided based on qualifications, merit, and business needs.