Bilingual Banking & Wealth Operations Analyst

Leeds Professional Resources; Miami (FL); On-site; USD 52,000 - 70,000; Full time

Job summary

Leeds Professional Resources is seeking a detail-oriented Banking/Financial Associate for our private wealth client on Brickell Avenue in Miami. The role requires strong English/Spanish bilingual skills and a client-focused approach in a professional financial services environment.

You will support onboarding, daily banking operations, and reporting while maintaining confidential client information and precise records in collaboration with a Latin American-focused clientele.

Qualifications

• Experience in banking, financial services, wealth management or related financial environment.
• Fluent in English and Spanish, with emphasis on Spanish.
• Strong attention to detail and organizational skills.
• Proficient with Excel and MS Office.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.

Responsibilities

• Coordinate and manage client onboarding, gathering documentation and ensuring accuracy.
• Assist with daily banking and operational activities, maintaining client/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 with clients, financial institutions and internal team in English and Spanish.

Skills

Bilingual English/Spanish

Strong communication

Organizational skills

Tools

Microsoft Excel

Microsoft Office

Job description

Leeds Professional Resources is seeking a detail-oriented Banking/Financial Associate for our private wealth client on Brickell Avenue in Miami. The role requires strong English/Spanish bilingual skills and a client-focused approach in a professional financial services environment.

You will support onboarding, daily banking operations, and reporting while maintaining confidential client information and precise records in collaboration with a Latin American-focused clientele.