Position Summary
The Compliance & AML Analyst supports the Firm in executing its regulatory and supervisory responsibilities. This person reports to the Broker Dealer and RIA Chief Compliance Officers. This role is ideal for a detail-oriented professional with a strong understanding of compliance operations, documentation standards, and surveillance systems. The Compliance Officer will assist in monitoring daily activities, maintaining records, and supporting internal audits and training efforts.
Key Responsibilities
Compliance Monitoring & Support
Monitoring proposed, adopted, and amended rules and regulations (FINRA, SEC, MSRB, state regulations, etc.)Perform FINRA Branch Office Inspections3120/3130 and 206(4)-7 annual testing for FINRA and SECManage the Firm’s continuing education program for Registered Persons.Review and Approval of customer new accounts, AML/KYC, ongoing monitoring of trading activity, and Regulation Best Interest compliance.Assist in monitoring communications through surveillance platforms (e.g., Actimize, Global Relay, Sycamore/Investedge)Advisory Testing ReviewsParticipate in compliance program testing, which includes transactional and periodic testing of supervisory controlsReview documentation of Financial Crime Enforcement Network (FinCEN) postings.Review and monitor approval requests for new personal trading accounts, personal trading, outside activities and business gifts, meals and entertainment for employees of the Firm.Support documentation of disclosures, suitability reviews, and client communicationsCompile data for monthly and quarterly compliance reportsSupport the Compliance Department in preparing presentations and memosRespond to routine compliance inquiries from staff and registered representativesHelp draft internal communications regarding policy updates and regulatory changesQualifications and Skills
FINRA Series 7 certification is required. FINRA Series 24 certification is also required or ability to obtain within 3 months of hire. Series 4 and 79 a plus.Education: Bachelor’s degree in Finance, Business Administration, or related fieldExperience: 4-5 years in financial services compliance or operationsFamiliarity with FINRA, SEC, and AML regulationsAbility to understand complex rules and regulations and communicate them to all levels of staff, including management, within all departments and discuss them with external relationships and to develop and implement appropriate proceduresMust show the ability to manage multiple projects, make quick decisions, use prioritization skills, and concentrate on detailed information in a fast-paced work environment and meet deadlinesStrong organizational and analytical skillsProficiency in Microsoft Office Suite and compliance platformsBilingual (English/Spanish) preferredLexis NexisWork Environment
This role is based in a professional securities office in Guaynabo, Puerto Rico. It requires a polished, compliance-focused demeanor and may involve occasional overtime to meet regulatory deadlines or support audits.
Equal Employment Opportunity Statement
We are an Equal Employment Opportunity employer. We are committed to providing a workplace free from discrimination or harassment based on race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, age, disability, marital status, veteran status, genetic information, or any other protected status under applicable federal, state, or local laws. We value diversity and encourage individuals from all backgrounds to apply.
Read LessPosition Summary
The Compliance & AML Analyst supports the Firm in executing its regulatory and supervisory responsibilities. This person reports to the Broker Dealer and RIA Chief Compliance Officers. This role is ideal for a detail-oriented professional with a strong understanding of compliance operations, documentation standards, and surveillance systems. The Compliance Officer will assist in monitoring daily activities, maintaining records, and supporting internal audits and training efforts.
Key Responsibilities
Compliance Monitoring & Support
Monitoring proposed, adopted, and amended rules and regulations (FINRA, SEC, MSRB, state regulations, etc.)Perform FINRA Branch Office Inspections3120/3130 and 206(4)-7 annual testing for FINRA and SECManage the Firm’s continuing education program for Registered Persons.Review and Approval of customer new accounts, AML/KYC, ongoing monitoring of trading activity, and Regulation Best Interest compliance.Assist in monitoring communications through surveillance platforms (e.g., Actimize, Global Relay, Sycamore/Investedge)Advisory Testing ReviewsParticipate in compliance program testing, which includes transactional and periodic testing of supervisory controlsReview documentation of Financial Crime Enforcement Network (FinCEN) postings.Review and monitor approval requests for new personal trading accounts, personal trading, outside activities and business gifts, meals and entertainment for employees of the Firm.Support documentation of disclosures, suitability reviews, and client communicationsCompile data for monthly and quarterly compliance reportsSupport the Compliance Department in preparing presentations and memosRespond to routine compliance inquiries from staff and registered representativesHelp draft internal communications regarding policy updates and regulatory changesQualifications and Skills
FINRA Series 7 certification is required. FINRA Series 24 certification is also required or ability to obtain within 3 months of hire. Series 4 and 79 a plus.Education: Bachelor’s degree in Finance, Business Administration, or related fieldExperience: 4-5 years in financial services compliance or operationsFamiliarity with FINRA, SEC, and AML regulationsAbility to understand complex rules and regulations and communicate them to all levels of staff, including management, within all departments and discuss them with external relationships and to develop and implement appropriate proceduresMust show the ability to manage multiple projects, make quick decisions, use prioritization skills, and concentrate on detailed information in a fast-paced work environment and meet deadlinesStrong organizational and analytical skillsProficiency in Microsoft Office Suite and compliance platformsBilingual (English/Spanish) preferredLexis NexisWork Environment
This role is based in a professional securities office in Guaynabo, Puerto Rico. It requires a polished, compliance-focused demeanor and may involve occasional overtime to meet regulatory deadlines or support audits.
Equal Employment Opportunity Statement
We are an Equal Employment Opportunity employer. We are committed to providing a workplace free from discrimination or harassment based on race, color, religion, creed, sex, gender identity or expression, sexual orientation, national origin, age, disability, marital status, veteran status, genetic information, or any other protected status under applicable federal, state, or local laws. We value diversity and encourage individuals from all backgrounds to apply.
Read LessResumen:
Systronics, Inc. busca un Técnico de Servicio responsable, proactivo y con habilidades para colaborar con sus compañeros de equipo. El/la Técnico será responsable de la instalación, reparación y/o programación de Equipos Multifuncionales Canon, asegurando un excelente nivel de servicio y garantizar que los estándares de calidad se cumplan en todo momento.
Responsabilidades:
Realizar mantenimiento preventivo y correctivo de equipos multifuncionales Canon.Instalar, configurar y programar equipos en las instalaciones del cliente.Diagnosticar fallas técnicas y aplicar soluciones efectivas.Colaborar con los equipos de Ventas y Costo por Copia para garantizar una atención integral al cliente.Asegurar el cumplimiento de los estándares de calidad y servicio establecidos por la empresa.Completar el registro de los servicios realizados y reportar incidencias técnicas o con clientes.Completar el informe de millaje para procesar el reembolso.Actualizar conocimientos en Programa de Adiestramientos Canon.
Educación y Experiencia Requerida
Bachillerato o Grado Asociado en Electrónica o Redes (Networking) o área relacionada (preferible).Experiencia previa en reparación o servicio técnico de equipos de impresión, scanners o multifuncionales (preferiblemente Canon).Conocimientos básicos en redes y conectividad.Dominio de herramientas y software de mantenimiento de equipos electrónicos.Bilingüe (español-inglés) verbal y escrito.Licencia de conducir vigente y automóvil.Disponibilidad para viajar según las necesidades del puesto.La plaza requiere esfuerzo físico para levantar, halar y/o cargar objetos de hasta 50 libras.
Competencias Clave
Liderazgo y capacidad de trabajo en equipo.Comunicación efectiva y habilidades interpersonales.Capacidad analítica para diagnosticar y resolver problemas técnicos.Proactividad y sentido de urgencia.Capacidad para trabajar bajo mínima supervisión. Orientación al servicio al cliente y disposición de aprender continuamente.
Condiciones de Trabajo
Entorno de oficina.Visitas a clientes. Read LessAbout the Role
A fast-paced, boutique marketing and creative services company is seeking a hands-on Operations & Delivery Lead to turn strategy into execution. This role sits at the heart of our delivery model for ensuring that client work moves smoothly from concept to completion, on time, on standard, and within budget.
You’ll co-lead client relationships alongside the Founder, manage timelines, budgets, and deliverables, and work daily with Account Executives and a network of external partners across design, video, digital, and events. If you enjoy structure, clear processes, critical thinking, and helping creative ideas become real, this is for you.
What You’ll Do
Lead or co-lead client meetings, transforming direction and strategy into actionable scopes, timelines, and deliverables.Oversee daily workflow, approvals, and vendor coordination; enforce documentation, organization, and quality standards.Create, review, or approve cost estimates, internal P&Ls, vendor briefings, and other operational documents, whether self-developed or drafted by the Account Executive, ensuring accuracy, alignment, and financial integrity.Prepare or oversee client-ready presentations, proposals, and reports, ensuring clarity, structure, and alignment with agency standards.Anticipate roadblocks, manage dependencies, and keep all stakeholders informed and aligned.Support the Account Executive in maintaining client confidence through consistent communication, proactive follow-ups, and clear documentation.Continuously collaborate with leadership to improve processes, templates, and tools that enhance efficiency and visibility across projects.Represent the agency’s professionalism, service standards, and brand integrity in every client and partner interaction.What You Bring
High emotional intelligence, maturity, and pragmatism. The genuine ability to stay composed, objective, and solutions-focused even when conversations get challenging or direction shifts.5+ years of experience in operations, project, or account management within marketing, creative, or consulting services.Bachelor’s degree in Business, Marketing, Communications, or a related field preferredStrong client-facing and relationship-building skills in both English and Spanish.Proven ownership of budgets, resource planning, and process design; not just assisting but driving within defined frameworks.Comfortable managing multiple workstreams simultaneously in a small, fast-moving team.Proficiency with Mac, iOS, Google Workspace, Basecamp (or similar).Working knowledge of marketing deliverables, from design to digital media to video and events with interest and curiosity to keep learning more.Detail-oriented and organized, yet flexible enough to pivot quickly when client needs change.Nice to Have
Familiarity with CRM or campaign workflows.Experience guiding or mentoring junior account staff.Understanding of vendor ecosystems (creative studios, media suppliers, event producers, etc.).Additional Details
Location: Guaynabo, PR (hybrid flexibility)Schedule: Full-time; ability to adjust hours and occasionally work evenings/weekends for events or time-sensitive projects.Compensation: Based on experience and value alignment.We are an Equal Employment Opportunity Employer
Read LessAbout the Role
A fast-paced, boutique marketing and creative services company is seeking a hands-on Operations & Delivery Lead to turn strategy into execution. This role sits at the heart of our delivery model for ensuring that client work moves smoothly from concept to completion, on time, on standard, and within budget.
You’ll co-lead client relationships alongside the Founder, manage timelines, budgets, and deliverables, and work daily with Account Executives and a network of external partners across design, video, digital, and events. If you enjoy structure, clear processes, critical thinking, and helping creative ideas become real, this is for you.
What You’ll Do
Lead or co-lead client meetings, transforming direction and strategy into actionable scopes, timelines, and deliverables.Oversee daily workflow, approvals, and vendor coordination; enforce documentation, organization, and quality standards.Create, review, or approve cost estimates, internal P&Ls, vendor briefings, and other operational documents, whether self-developed or drafted by the Account Executive, ensuring accuracy, alignment, and financial integrity.Prepare or oversee client-ready presentations, proposals, and reports, ensuring clarity, structure, and alignment with agency standards.Anticipate roadblocks, manage dependencies, and keep all stakeholders informed and aligned.Support the Account Executive in maintaining client confidence through consistent communication, proactive follow-ups, and clear documentation.Continuously collaborate with leadership to improve processes, templates, and tools that enhance efficiency and visibility across projects.Represent the agency’s professionalism, service standards, and brand integrity in every client and partner interaction.What You Bring
High emotional intelligence, maturity, and pragmatism. The genuine ability to stay composed, objective, and solutions-focused even when conversations get challenging or direction shifts.5+ years of experience in operations, project, or account management within marketing, creative, or consulting services.Bachelor’s degree in Business, Marketing, Communications, or a related field preferredStrong client-facing and relationship-building skills in both English and Spanish.Proven ownership of budgets, resource planning, and process design; not just assisting but driving within defined frameworks.Comfortable managing multiple workstreams simultaneously in a small, fast-moving team.Proficiency with Mac, iOS, Google Workspace, Basecamp (or similar).Working knowledge of marketing deliverables, from design to digital media to video and events with interest and curiosity to keep learning more.Detail-oriented and organized, yet flexible enough to pivot quickly when client needs change.Nice to Have
Familiarity with CRM or campaign workflows.Experience guiding or mentoring junior account staff.Understanding of vendor ecosystems (creative studios, media suppliers, event producers, etc.).Additional Details
Location: Guaynabo, PR (hybrid flexibility)Schedule: Full-time; ability to adjust hours and occasionally work evenings/weekends for events or time-sensitive projects.Compensation: Based on experience and value alignment.We are an Equal Employment Opportunity Employer
Read LessElevate Your Career to Unparalleled Luxury: Executive Operations Assistant at Royal Isabela
Are you a dynamic, bilingual professional with a passion for excellence and a talent for seamless operations? Do you thrive in a fast-paced, luxury environment where your organizational abilities and exceptional customer service skills make a tangible impact? If so, Royal Isabela invites you to join our team as an Executive Operations Assistant, a pivotal role supporting our General Manager in delivering an extraordinary guest experience.
Imagine:
Being a key player in our resort's daily operations, ensuring every detail reflects our commitment to unparalleled luxury.Orchestrating VIP guest experiences, from meticulously planned itineraries to flawless execution.Playing a crucial role in achieving and maintaining our prestigious 4-diamond certification, ensuring the highest standards of service and quality.Leading critical projects, from transformative remodels to emergency response coordination, showcasing your exceptional project management skills.Working directly with the General Manager, gaining invaluable experience and contributing to strategic initiatives.This isn't just a job; it's an opportunity to:
Make a real difference: Your contributions will directly impact the guest experience and the resort's success.Grow professionally: Develop your skills in project management, customer service, and executive coordination within a luxury setting.Become part of a high-achieving team: Deliver outstanding guest experiences in a breathtaking setting.Be a leader: Help develop high-potential staff and support a productive work environment.We're seeking a candidate who:
Is Fully Bilingual: Fluency in English and Spanish (oral and written) is essential.Has Proven Experience: A Bachelor's degree in international business or a related field, coupled with significant experience as an executive assistant or in a similar role.Is a Master of Organization: The ability to manage multiple tasks, prioritize effectively, and maintain meticulous attention to detail.Has a Customer-Centric Mindset: A passion for delivering exceptional customer service and resolving complex issues with grace and professionalism.Has Project Management Expertise: The ability to plan, execute, and monitor projects, ensuring timely and successful completion.Has Luxury Hospitality Insight: Knowledge of the luxury hospitality industry is highly preferred.Is Tech Savvy: Proficiency in Microsoft Office Suite and experience with project management, communication, CRM, and data analytics tools.Has Crisis Management Capabilities: The ability to assist in emergency response and maintain calm under pressure.Your responsibilities will include:
Managing the General Manager's agenda and coordinating meetings.Responding to customer reviews and resolving guest complaints.Overseeing quality audits and ensuring compliance with industry standards.Coordinating VIP visits and special events.Supporting payroll processes and workforce relations.Managing purchase requisitions and budgetary compliance.Coordinating emergency response.Benefits:
Competitive salary and comprehensive benefits package.Opportunities for professional growth and development.A dynamic and supportive work environment.The chance to be part of a world-class luxury resort.EEOC l Equal Opportunity Employer
Read LessJob Summary:
We are seeking an experienced and highly motivated Audit Manager to lead assurance engagements for a diverse client base in a fast-paced CPA firm environment. The Audit Manager is responsible for managing the planning, execution, and completion of audit engagements, supervising audit teams, and ensuring compliance with professional standards. In cases involving complex or unusual situations, escalate relevant information to the engagement manager and collaborate on appropriate solutions.
Key Responsibilities:
Plan, coordinate, and execute audit engagements from start to finish, ensuring adherence to budget, timeline, and quality expectations.Oversee the full cycle of financial statement audits, including planning, fieldwork, testing, documentation, and reporting, ensuring compliance with applicable accounting and auditing standards.Develops work plans and allocates assignments to staff based on engagement needs and individual capabilities.Supervise, mentor, and review the work of audit staff and seniors; provide timely feedback and performance evaluations.Develop and maintain strong client relationships, acting as a primary point of contact during engagements.Ensure compliance with U.S. GAAP, GAAS, and firm policies and procedures.Identify and communicate accounting, auditing, and internal control issues to clients and engagement teams.Designs and selects appropriate audit procedures and tests tailored to the risks and objectives of each audit area.Draft audit reports and management letters and assist in the preparation of financial statements.Collaborate with partners and senior management to develop strategic plans for client service and practice growth.Perform other related duties and special projects assigned by management to support departmental and firm objectives.Education, Training and/or Experience Required
BBA in Accounting Minimum five (5) to seven (7) years of experience in Public Accounting. CPA licensed, Required.Big Four Experience, Preferred.Core Competencies
Thorough knowledge of financial reporting frameworks and risk assessment practices.Exceptional interpersonal and communication skills, with the ability to foster trust and sustain long-term client relationships.Advanced analytical abilities to evaluate risks, assess internal controls, and analyze complex financial information.Demonstrates strong judgment and effective problem-solving skills in dynamic and challenging situations.Ensures strict adherence to regulatory standards and firm-specific audit protocols.Proficient in Microsoft Office Suite and audit-related software tools.The above statements are meant to outline the general scope and level of responsibilities associated with this role. They do not represent a comprehensive list of all tasks, duties, or skills that may be required.
EOO
Read LessFalcón Sánchez & Associates, a leading local CPA firm, is looking for a talented Senior Tax Accountant that will add value to our firm and to our clients. Join us as we provide work-life balance during your experience of growth!
SUMMARY OF RESPONSIBILITIES
The Senior Tax Accountant can perform most engagements with little supervision. Direct and review the work of staff accountants and can make decisions on most accounting and tax matters. When an unusual situation arises, he/she present the pertinent information to the engagement manager or partner and follow their advice.
ESSENTIAL FUNCTIONS
Developing a relationship with engagement-related client personnel who are responsible for tax matters.Supervising and assisting less experienced staffMaintaining contact with client personnel responsible for tax matters throughout the year; possessing a good knowledge of the client and the client’s business especially as related to tax matters.Identifying tax planning and consulting opportunitiesHaving the ability to work for multiple clients simultaneouslyCommunicating directly with clients and serving as the primary point of contactProactively communicating with other staff on status of projects and assistance neededBringing unusual or significant tax questions to the attention of the manager or partnerTackling more complex accounting and/or tax issuesBeing cognizant of time budgets, but not allowing time budgets to sacrifice the quality and/or efficiencyPerform other duties as assigned from time to time by the engagement managers or partners.JOB QUALIFICATIONS
Bachelors in finance, accounting or related field.Three (3) years of experience working as a tax accountantCPA or MBA preferredAbility to interpret legal documents and researching technical matters.Knowledge of Microsoft Office (word, excel, power point, teams)Knowledge of general ledger systems.Ability to meet deadlines.Excellent communications skills. Fully bilingual (Spanish and English).Must have at least a college undergraduate degree with a major in accounting.Senior accountants normally have a minimum of two (2) years' experience as a staff accountant (or equivalent experience as deemed appropriate by the partners).Excellent written and verbal communication skills.Knowledge and understanding on the firm's policies and procedures.Possess technical knowledge sufficient to supervise staff accountants.Capacity to develop quality client relationships and loyalty.Understanding of the command of pertinent IRC sections and regulations.Proficient at tax, accounting, and auditing research including a knowledge of the reference sources available to the firm. Possess a working knowledge of firm technology, including the use of Microsoft Office applications such as Excel, Word, Teams, Outlook and PowerPoint; and firm engagement management, tax preparation, and time and billing software.Equal Opportunity Employer
Estamos en busca de Técnicos de Servicios altamente calificados para unirse a nuestro cliente. Este profesional desempeñará un papel crucial en una de nuestras áreas de servicios: generadores, bombas y control de acceso. El candidato ideal deberá poseer habilidades técnicas sólidas, así como la capacidad para abordar problemas de manera eficiente y brindar un servicio de alta calidad.
Responsabilidades:
Técnicos de Generadores:
Conocimiento básico de electricidad y amplio de mecánica. Grado técnico en mecánica diésel o electromecánica o experiencia equivalente.Realizar inspecciones periódicas y mantenimiento preventivo en generadores.Diagnosticar y reparar problemas mecánicos y eléctricos en generadores de diferentes capacidades.Colaborar con el equipo para garantizar un suministro de energía confiable en todo momento.Técnicos de Bombas:
Estudios de plomería o mecánica o experiencia equivalente.Licencia de conducir.Conocimiento de:Realizar inspecciones y mantenimiento bombas de cisternas para garantizar su funcionamiento óptimo.Identificar y solucionar problemas relacionados con el rendimiento de los motores.Coordinar con otros departamentos para programar intervenciones de servicio de manera eficiente.Técnicos de Control de Acceso:
Proporcionar capacitación básica a usuarios sobre el funcionamiento adecuado de los sistemas de control.Mantener y reparar sistemas de control de acceso, como puertas automáticas y dispositivos de seguridad.Configurar y ajustar sistemas para cumplir con los requisitos de seguridad y acceso autorizado.Registrar de manera precisa los trabajos realizados, los repuestos utilizados y el tiempo dedicado en cada tarea.Preparar informes de servicio para clientes internos y externos.Colaborar en la gestión del inventario de repuestos y herramientas necesarias para realizar el trabajo.Requisitos:
Trabajo con equipo y piezas pesadas hasta 50 lb, estar en cuclillas por tiempo razonable, trepar sobre motor has 8 pies de altura, uso de herramientas tales como medidores de voltaje, gatos, llaves ajustables, destornilladores, etc., habilidad con las manos, caminar, moverse, habilidad para ver, escuchar, trabajo con ruido y vibración, cerca de motores, viento, calor.Habilidad para diagnosticar y solucionar problemas de manera eficiente.Licencia de conducir vigente.Beneficios:
Salario competitivo y beneficios.Oportunidades de desarrollo profesional.Ambiente de trabajo dinámico y colaborativo.
Horario:
- Tiempo Completo (8 horas diarias) / horario: 7am-4pm
- Lunes a Viernes
Viajes:
Requiere viajes por toda la isla.
Job Posting: Senior Civil Design Engineer
Company Profile:
PMG & Associates, LLC is an engineering company located in Caguas, Puerto Rico, that provides engineering design and consulting services with expertise in water resources, structural engineering, civil site design, construction management, environmental assessments, and permits. We are driven by our core values: Quality and Excellence, Strong Relationships, Integrity, Respect, and Teamwork.
PMG offers its employees professional growth opportunities, exciting challenges, and an excellent work environment. We are currently looking for highly motivated individuals to join our team. PMG is an equal opportunity employer.
Job Summary:
The Senior Civil Design Engineer will be responsible for leading and managing civil engineering design projects, including site development, water resources management, and structural design. This role involves overseeing the design process, conducting feasibility studies, preparing construction plans and specifications, and ensuring compliance with regulatory requirements. The Senior Civil Design Engineer will also collaborate with clients, stakeholders, and project teams to deliver high-quality engineering solutions that meet project objectives and client needs. Additionally, this position may involve providing technical guidance, mentoring junior engineers, and participating in business development activities to support the growth of the company's engineering services in Puerto Rico.
Requirements:
B.S. in Civil EngineeringPE certification required10 years of civil site design-related experienceExperience in project management, team leading, and supervisionRequired experience in MS Office, AutoCADPreferred software experience in ArcGIS, AutoCAD/Civil 3D, StormCad, HEC-RAS, ICPRDevelop cost estimates and project schedulesDemonstrated ability to handle multiple projects simultaneouslyAbility to work in a team environmentStrong organizational, analytical, and problem-solving skillsStrong technical writing skillsBilingual. Strong written and verbal communication skillsSelf-driven, analytical, able to follow directions and contribute to the teamCivil Design Responsibilities:
Develop cost-effective design layouts based on construction specifications and requirements.Adhere to established design guidelines and procedures.Analyze design issues and recommend corrective actions.Perform civil design analysis and calculations according to project requirements.Determine construction cost and material estimates based on civil designs.Perform field surveys and investigations to prepare engineering drawings.Review project plan and determine the design feasibilities and constraints.Use the latest software and technologies to develop effective designs.Maintain accurate design files for reference purposes.Consider health, safety, and environmental requirements when developing civil designs.Manage design projects within allotted timelines and budgets.Perform design changes and improvements according to changing project demands.Stay abreast with the latest developments in civil design fields.Assist design and construction teams.Job Type: Full-time
Regular office hours:
Monday to FridayAbility to commute/relocate:
Caguas, PR: Reliably commute or planning to relocate before starting work (Required)Work Location: In person
Equal Opportunity Employer
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