Iris Matson

Operations Coordinator @Equitable

Jacksonville, FL, US

Serves as a central resource for regulatory and operational compliance across the branch, ensuring adherence to internal policies and external regulatory standards.• Guides new professionals (PEPs) through onboarding process including licensure exam preparation, technology setup, and compliance documentation, ensuring alignment with FINRA and company requirements. • Assists in the submission of tracking new business applications.• Maintain and audit sensitive documentation related to client accounts, onboarding, and business transactions, upholding confidentiality and regulatory compliance.• Coordinate and support internal audits by ensuring timely documentation and data accuracy across operational records.• Supports marketing efforts by assisting with event promotion and branded materials.• Serves as the first touchpoint for potential candidates.

Avenue Five Insitiute

Esthetics Certification

Jacksonville University

Bachelor’s Degree