Senior Auditor

Boston Private

(Boston, Massachusetts)
Full Time
Job Posting Details
About Boston Private
Boston Private is a leading wealth management and private banking company, headquartered in Boston and serving clients from 34 offices in Massachusetts, California, Florida, Wisconsin, Georgia and Texas.
Responsibilities
**Roles and Responsibilities:** - In accordance with the annual audit plan and schedule, as assigned, plan and conduct internal audits and tests applying a risk-based audit methodology and Institute of Internal Auditors’ standards, using discretion and independent judgment to reach conclusions. - Assign, review and supervise work of the Staff Auditor and external vendors’ staff as applicable. Proactively provide coaching to staff. - Complete all assignments within established timetables to enable the issuance of all audit reports and other deliverables by the applicable deadline(s). - Assist in various Internal Audit administrative matters including the Audit and Finance Committee meetings, Sarbanes-Oxley/Policy IQ test and issues databases, drafting IA Policies and procedures, special projects and internal investigations. - Prepare complete, clear and concise audit workpaper documentation and coherent drafts of audit findings and draft audit reports that are free of grammatical and spelling errors. - Ensure oral communication is clear, timely, proactive, and concise. Keep the audit team and clients informed of relevant issues and ask appropriate questions and demonstrate active listening skills. - Build client relationships. Interact confidently, courteously, and professionally with clients at all levels, external audit and audit vendors’ teams, and proactively assist other staff members during busy periods. - Demonstrate progress in understanding clients’ businesses, group and department interrelationships and operations, and apply this knowledge to document and draw appropriate conclusions on the effectiveness of the clients’ controls. - Effectively utilize down time, identify issues requiring research, and effectively research issues using appropriate resources. - Perform/supervise special reviews as assigned.
Ideal Candidate
**Qualifications:** - 3 to 5+ years of Internal/External Audit, Compliance, or Risk Management related experience in banking, other financial institutions, public accounting, and/or regulatory agency required - BS Degree required - Certified Internal Auditor (CIA), Certified Bank Auditor (CBA) or other related certification or actively pursuing such - Detail-oriented and strong analytical skills - Supervisory experience preferred - Ability to interact effectively with employees and management at all levels - Strong oral, written and presentation skills - Strong time management skills

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