Financial Operations Analyst

Job Description

A boutique private wealth management firm located on Brickell Avenue in Miami is seeking a detail-oriented and bilingual Banking/Financial Associate to join its team. The firm provides personalized financial services to a sophisticated clientele, primarily serving clients throughout Latin America.

This is an excellent opportunity for someone with banking, financial services, or wealth management experience who enjoys working in a professional, client-focused environment. The ideal candidate will be highly organized, comfortable working with financial information, and able to communicate confidently in both English and Spanish, with particular strength in Spanish.

Key Responsibilities

• Coordinate and manage client onboarding, including gathering documentation, reviewing account information, and ensuring all requirements are completed accurately.
• Assist with daily banking and operational activities, maintaining accurate client and account records.
• Prepare and maintain operational reports, spreadsheets, and management summaries.
• Assist with data analysis, account reviews, and tracking of banking activity.
• Monitor onboarding progress and follow up on outstanding documentation and client requests.
• Communicate directly with clients, financial institutions, and internal team members in both English and Spanish.
• Provide administrative and operational support to ensure efficient day-to-day business activities.
• Maintain confidentiality and ensure accuracy when handling sensitive financial and client information.

Qualifications

• Previous experience in banking, financial services, wealth management, or a related financial environment.
• Fluent in English and Spanish, with strong written and verbal communication skills in both languages. Spanish proficiency is especially important.
• Strong organizational skills and exceptional attention to detail.
• Comfortable working with financial data, reports, spreadsheets, and account documentation.
• Proficiency in Microsoft Excel and Microsoft Office.
• Excellent interpersonal skills and a polished, professional demeanor.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.