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Administrative Assistant

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

Job Description:


  • 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

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