Private Banking Admin
On-site · Miami, Florida, United States
Job Summary
Assist Private Bankers by preparing call reports, visit reports, KYCs, updating investment profiles and credit proposals, and ensuring proper documentation. Prepare documentation for account openings and investment portfolios following compliance guidelines. Coordinate and execute transfers, foreign exchanges, investment orders, and time deposits or renewals from external and internal clients. Accept and execute orders received via telephone, fax, email, or mail. Requires an Associate's or Bachelor's degree (or equivalent) and 2-5 years of related experience; fluent English and Spanish (Portuguese preferred); well-organized with strong PC/Microsoft Office skills; customer-service oriented. Banco Sabadell is an Equal Opportunity Employer.
Required Qualifications
- Associate's degree or Bachelor's degree or four-year degree or equivalent
- Minimum 2-5 years of related experience or training
- Ability to speak, write and read English and Spanish fluently (required), Portuguese (preferred)
- Well organized and able to meet deadlines
- Proficient in the use of PC tools and Microsoft Office
- Customer service oriented
Desired Qualifications
- BACHELORS_DEGREE
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