IMMEDIATE OPENING EXECUTIVE ASSISTANT - $60,000/YEAR - 2+ years Administrative Assistant experience preferably within a Bank, Investment or Wealth Management - MUST BE FLUENT IN SPANISH/ENGLISH - BA/BS Description The Administrative Assistant will provide seamless administrative support to the Client Advisory Team in clients Miami Office. •Communication with both internal and external contacts including significant prospect and client relationships. •Well proofed standard correspondence. •Comprehensive organization of meetings and luncheons as needed; •Establish effective working relationships with colleagues and external contacts and may be required to provide flexible support to other Managers as required. •Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed. •Construct customized spreadsheets for clients. •Complete financial paperwork from other institutions for clients. •File correspondence and other documents in internal databases. •Create documentation of client correspondence for tracking purposes. . •Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies. •Process client remittances in conjunction with Client Tax Department. •Supervise and pay client bill payments. •Prepare client presentation packages and reporting on client accounts. RESUMES TO: pfranco@nasonsearch
Posted on: Mon, 05 Jan 2015 20:10:56 +0000
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