• You'll take ownership of a diverse portfolio of trusts and estates, acting as the trusted adviser and primary point of contact for clients, trustees and professional intermediaries. • Manage a portfolio of UK trusts and estates, delivering a first-class client experience. • Review and oversee trust tax returns and annual compliance obligations. • Review trust accounts and ensure all reporting requirements are met accurately and efficiently. • Support Partners and Directors on trust planning, inheritance tax planning and wider private client advisory projects. • Manage trust account administration. • Build and nurture strong relationships with clients and third-party advisers. • Coach, mentor and develop junior team members, helping them grow their technical and commercial skills. • Identify opportunities to add value and deliver proactive advice that makes a genuine difference to clients.

• Provide customer support across an omni-channel environment, including inbound phone calls, live chats, email, and back-office tickets, ensuring timely and accurate resolution. • Guide users through the PCI-DSS compliance process, delivering clear, step-by-step instructions to maintain regulatory and security standards. • Assist customers in accessing, navigating, and troubleshooting the online platform, ensuring issues are addressed with minimal disruption to operations. • Demonstrate strong analytical and problem-solving skills by leveraging available knowledge bases, tools, and resources to independently resolve complex issues. • Prioritize first-contact resolution by efficiently collecting, verifying, and applying the necessary information to address inquiries. • Proactively identify and communicate opportunities to streamline processes, recommend improvements, or escalate trends that impact efficiency or compliance. • Manage workload effectively and work independently without direct supervision, maintaining accountability for productivity and accuracy. • Handle escalations and difficult conversations with professionalism, focusing on resolution and adherence to company policies. • Ensure all customer interactions are documented thoroughly and accurately in internal systems, following established protocols and compliance requirements. • Consistently achieve or exceed performance metrics, service level standards, and quality expectations across all support channels.

Role Description Most compliance engineers gather requirements and hand them to engineering. This is not that role. Terzo processes some of the most sensitive commercial data in the enterprise world including contracts, financials, vendor relationships, legal obligations for Fortune 500 customers who expect SOC 2, ISO 27001, CMMC, and GDPR compliance as table stakes. As the platform scales and our AI systems operate with increasing autonomy, compliance can't be a gate that sits outside engineering. It has to be built into the infrastructure by someone who can build infrastructure. You will interpret and implement regulatory frameworks by writing code, building automation, configuring cloud security controls, and standing up continuous monitoring systems. Half your time is building. Half your time is managing compliance operations. This is a builder-first role. Qualifications - 5+ years of experience spanning both software engineering and compliance/security where you've written production code and navigated regulatory frameworks. - Deep understanding of enterprise compliance frameworks (SOC 2, ISO 27001, CMMC, GDPR, NIST 800-53) and how they translate into engineering controls. - Proficiency in Python or similar scripting languages, with experience building automation for compliance workflows. - Hands-on experience with cloud security configuration and infrastructure-as-code (Terraform, Azure Policy, AWS Config, or similar). - Comfort interpreting ambiguous regulatory requirements and making pragmatic engineering decisions about how to implement them. - Understanding of cloud infrastructure and distributed systems well enough to assess where compliance gaps live. - Clear communication that bridges security, engineering, and business stakeholders where you can explain a control to an auditor and implement it the same day. - High ownership mentality - you don't file tickets for compliance gaps, you close them. Requirements - Prior work in a hybrid engineering/compliance role where you both defined and implemented security controls. - Experience building compliance automation at scale including continuous monitoring, automated evidence generation, policy-as-code. - Background with CMMC Level 2 certification processes or FedRAMP authorization. - Experience securing AI/ML systems or data platforms where model access, data lineage, and processing boundaries carry compliance implications. - Familiarity with Azure security architecture (Azure Policy, Defender, Key Vault, Entra ID). - Prior work at a high-growth startup where you built the compliance program from the ground up, not just maintained one. - Experience working directly with enterprise customers on security reviews, vendor assessments, and audit responses.

Operations & Compliance Coordinator Atlanta, GA Operations – Compliance / Full-Time / Remote At The Battery Network, we are leading the charge to turn yesterday’s batteries into tomorrow’s power.   As the nation’s premier battery collection and recycling nonprofit, we’ve spent over three decades leading the charge toward a cleaner planet and a circular economy.    We connect consumers, businesses, manufacturers, and municipalities through one trusted network. We provide education, collection, logistics, and compliance expertise, helping our partners stay ahead of regulation while capturing the critical materials that power the future. We keep valuable materials in circulation and out of landfills—reducing reliance on foreign supply chains, strengthening America’s energy independence, and protecting people, property, and the planet.   We’re looking for passionate changemakers to help us scale our impact and shape the future of sustainability. If you're ready to turn purpose into action, you’ll thrive in our mission-driven, collaborative environment.   Learn more at batterynetwork.org and follow us on Facebook, Instagram, or LinkedIn.  POSITION SUMMARY - LOCATION: Remote - Greater Atlanta, GA preferred - TRAVEL:  - Local: Estimated 5 days/month - Overnight: Limited, as required (Estimated ~2x-5x/year) - LEVEL: Entry-Level - TO APPLY: Interested applicants must submit a resume and cover letter via the application link.  Reporting to the Director of Operations, the Operations & Compliance Coordinator plays a critical role in ensuring the seamless execution of logistics, compliance, and operational workflows across The Battery Network’s battery recycling programs. This role supports the organization’s ability to scale by managing day-to-day operational tasks, maintaining regulatory compliance, and driving process improvements across a complex network of service providers, vendors, and internal teams.  This is a remote position that could spend an estimated 5 days per month collaborating on site with a closely integrated vendor who is located north-west of metro Atlanta.  Only candidates who live within 50 miles of Marietta, GA, will be considered.   If you are a self-starter who thrives in a highly collaborative environment, builds strong internal and external relationships, is detail-oriented, takes initiative, and brings a process-improvement mindset to your work, join us and make an impact!  MAJOR DUTIES AND RESPONSIBILITIES Duties and responsibilities of this role include but are not limited to the following:   Logistics & Shipment Coordination  - Manage end-to-end shipment logistics, including scheduling, process documentation, and troubleshooting for high-volume and specialized shipments.   - Maintain trackers and dashboards to monitor inventory, create inventory movement, and manage delivery timelines.   - Coordinate with freight brokers, battery recycling processors, and external vendors to ensure timely pickups and deliveries, including resolving shipment refusals and rerouting as needed.   - Provide on-site support for process development, innovation, system implementation, and change management assistance at preferred vendors.  - Potential oversight and coordination of Operations Interns or other student project groups, as needed Compliance & Quality Assurance  - Monitor and ensure compliance with regulatory requirements (e.g., International Organization for Standardization [ISO], Department of Transportation [DOT]) and internal standards for battery handling, sorting, and reporting.  - Investigate and resolve data discrepancies such as duplicate or unknown enterprise resource planning (ERP) entries.   - Support audit readiness and vendor performance tracking through detailed reporting and documentation.    Data Management & Reporting  - Maintain and update operational data systems (e.g., ERP) with accurate shipment, backlog, and ERP entry information.  - Collaborate on the development of automated alerts and dashboards for regulated state compliance, throughput, and unattributed reporting.    CORE QUALIFICATIONS - Bachelor’s degree in Business Administration, Compliance, Supply Chain, Operations Management or related field AND/OR  - 1-3 years’ experience in operations compliance, supply chain or administrative coordination.   - Must be authorized to work lawfully in the United States for The Battery Network, with or without sponsorship.   PREFERRED QUALIFICATIONS - Knowledge of compliance regulations and quality management systems.   - Strong knowledge of logistics and nurturing vendor relationships.   - Strong proficiency in Microsoft Office Suite (Excel) and operations software.   - Attention to detail and ability to handle sensitive information.   - Able to adapt to a changing environment; comfort working in a fluid environment where processes may change.   - Hazardous Material Certifications (US 49CFR) a plus.   - Thrives in a mission-driven environment where culture and values are central to success.   - Eager to join a team that embraces diversity, equity and inclusion as core values and fosters a culture of collaboration and innovation.        SKILLS, KNOWLEDGE, & EXPERIENCE - Data gathering, handling, organization, and analysis - Demonstrated ability to build relationships, both internally and externally - Strong communication skills - Proactive issue resolution - Curiosity to learn and thrive in a remote environment   - Interested in and able to flourish in a mission-based organization where culture and values are paramount in importance. - Logistics, operations, and materials handling    WORKING CONDITIONS - This position is remote based within 50 miles of Marietta, GA. Only candidates who live within 50 miles of Marietta, GA, will be considered. Candidates must be eligible to work lawfully in the United States for The Battery Network. - Limited overnight travel (estimated 3-5 times per year) as needed. Travel could include, but not be limited to, attending conferences, on-site vendor meetings, or team/organization-wide meetings. - This role may require on-site presence in GA up to five (5) days per month, including working in industrial environments and the ability to stand and/or walk for extended periods of time.   - This position requires the ability to travel to on-site locations as needed using reliable transportation. Mileage incurred for approved business travel is reimbursed per company policy.   - Standard work hours are Monday–Friday, 8 hours per day. Some roles may require additional hours during peak periods. We prioritize the quality and timeliness of work over rigid schedules and recognize the importance of connection, collaboration, and work-life balance. To support this, we offer flexible scheduling where roles allow, and in alignment with current policy, while ensuring operational needs and team collaboration are met.  ABOUT THE BATTERY NETWORK At The Battery Network, we enjoy a culture of teamwork, innovation, and fun. Our team is the primary reason for our unique culture. We hire energetic and dedicated people who work hard every day to help us achieve our goals. Each one of our employees is a valued contributor, not just a number. We work in teams to benefit from our collective talents to make a real impact on the environment.  The way we operate contributes to the success of our employees and our organization. We also value the diversity of employees’ backgrounds and believe everyone’s unique perspective is critical to our success. Diversity and intercultural collaboration is fundamental to what we do. Our team has varied backgrounds, speak different languages, and are engaged in varied personal pursuits but all share a commitment to environmental sustainability, and each do their small part to improve our planet.  We are an equal opportunity employer and do not discriminate against otherwise qualified applicants on the basis race, age, color, creed, sex, religion, ancestry, marital status, national origin, disability, veteran status, or any other protected characteristic.  We value our employees. In keeping with our values, we strive to support our team members in and out of work. As part of this, we offer a strong, well-rounded benefits package. You can learn more about our work culture, values, and benefits at our Careers page:  The Battery Network - Careers $55,000 - $60,000 a year $55,000 - $60,000/year based on qualifications and experience. This role is eligible for an annual, impact-based bonus.  TO APPLY  We are committed to providing a supportive and inclusive work environment. We encourage applications from individuals with diverse backgrounds and experiences and believe that a diverse team brings a variety of perspectives and ideas that are critical to our success.   Interested applicants must submit both a cover letter and resume through the application link. All candidates must be available for phone and video interviews. Interviews will be scheduled on a rolling basis once application review occurs.    This employer participates with E-Verify.    We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.