Full time Brickell Avenue – Investment industry
RESPONSIBILITIES AND DUTIES
• Ensure timely responses to all correspondence and inquiries sent to the Team mailbox
• Work closely with multiple custodians to complete various functions such as processing of check requests, wire transfers, address updates, direct debits/deposits, maintain existing accounts
• Assist Senior Associates as needed with the processing account opening documentation and follows up to ensure timeliness of account setup.
• Administrative duties such as handling main telephone line, filing, and processing forms, mailing documents/letters.
• Ensures legal, regulatory, and operational control requirements are maintained and followed across their assigned diverse complex client base on an ongoing basis.
• Meets various performance and productivity objectives using the firm’s CRM platform
• Assist the Senior Leadership Team with marketing activities such as-posting weekly interviews and media, updating, and maintaining marketing materials and formatting quarterly newsletter
• Participates in various group projects and continuous improvement activities
QUALIFICATIONS & SKILLS:
• Bilingual (Spanish)
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• Associate or bachelor’s degree preferred
• Minimum 2 years of prior experience with banking/brokerage/custodial services