Financial 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

Job Description

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.