Posted on: March 19, 2023
- 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
- Lead account opening applications, profiling of clients in
internal systems, and building strong operational knowledge
- Interest in Financial Services with prior experience working
with Bankers and/or Financial Advisors a plus.
- Proficient in software applications (ex. MS Word, Excel,
- 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
- KYC/AML profiling experience (a plus)Administrative assistant,
admin, assistant,office management, receptionist, front desk,
reception, banking,AML, KYC, Spanish, portueguese,
Keywords: Collabera, Miami , Administrative Assistant, Administration, Clerical , Miami, Florida
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