Learn the firm’s business, platform, products, and procedures to better support Wealth Advisors
Handle general administrative duties, including answering phones, mailing, filing, processing forms, and maintaining records
Use Microsoft Word, Excel, PowerPoint, and internet-based tools to complete daily responsibilities
Complete applicable firm training and continuing education requirements as needed
Required Background / Qualifications
Fluency in Spanish and English required
0–5 years of financial services, wealth management, client service, or administrative experience
Strong interest in wealth management and desire to learn the business
Excellent communication, organizational, and follow-up skills
Strong attention to detail and ability to manage multiple priorities
Professional demeanor and ability to build rapport with clients and internal teams
Proficiency in Microsoft Word, Excel, PowerPoint, and general internet research
Preferred Experience / Skills
Prior experience supporting Financial Advisors, Wealth Advisors, or client-facing teams is a plus
SIE, Series 7, Series 63, Series 65, or Series 66 licenses are helpful but not required
Knowledge of Fidessa, Pershing, and Addepar is helpful
Strong computer and systems skills
Demonstrated client service orientation and willingness to take initiative
Miami Florida, Full Time Base Salary Range of $75,000-95,000.
#LI-DNI
