Administrative Assistant

Company: Collabera
Location: Miami
Posted on: March 19, 2023

Job Description:

Responsibilities:

• Support Wealth Advisor's portfolio of relationships with maintenance requests and troubleshoot operational issues
• Provide strong support to the Wealth Advisor's team across periodic reviews for KYC, Account Activity, AML, etc.
• Process a variety of daily administrative account servicing tasks
• Lead account opening applications, profiling of clients in internal systems, and building strong operational knowledge baseQualifications:
  • Interest in Financial Services with prior experience working with Bankers and/or Financial Advisors a plus.
  • Proficient in software applications (ex. MS Word, Excel, PowerPoint).
  • Team player - ability to work with multiple stakeholders.
  • Ability to work under stress.
  • Well organized, detail oriented self-starter.
  • Ability to communicate with co-workers and clients.
  • Excellent written and communication skills.
  • Language Requirement: Bilingual English/Spanish and/or
  • English/Portuguese
  • KYC/AML profiling experience (a plus)Administrative assistant, admin, assistant,office management, receptionist, front desk, reception, banking,AML, KYC, Spanish, portueguese, Bilingual,meeting, schedule

Keywords: Collabera, Miami , Administrative Assistant, Administration, Clerical , Miami, Florida