Private Banking Admin & Client Support Specialist

Sabadellbank; Miami (FL); On-site; USD 52,000 - 74,000; Full time

Job summary

Sabadell is seeking a Private Banking Admin to join the Miami team. You will support Private Bankers with call reports, KYCs, and documentation for accounts and investments, ensuring timely, compliant processing.

The ideal candidate holds an associate or bachelor degree with 2–5 years of related experience, is fluent in English and Spanish (Portuguese a plus), and is highly organized with strong PC/MS Office skills.

Qualifications

• Associate or bachelor degree or equivalent required.
• 2–5 years of related experience or training.
• Fluent English and Spanish required; Portuguese preferred.
• Well organized and able to meet deadlines.
• Proficient in PC tools and Microsoft Office.
• Customer service oriented.

Responsibilities

• Assist Private Bankers in preparation of call/visit reports, KYCs, investment profile updates, credit proposals, and related documents.
• Assist update of account documentation for existing accounts.
• Prepare documentation for account openings and investment portfolios per compliance guidelines.
• Coordinate and help execute transfers, foreign exchanges, investment orders, and renewal requests.
• Execute orders received by phone, fax, email or mail.

Skills

Customer service

Organization

English fluency

Spanish fluency

Education

Associate's degree

Bachelor's degree

Four-year degree or equivalent

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Executive Regular Full-time Miami, FL, US

30+ days ago Requisition ID: 1712

Sabadell is a global financial institution headquartered in Barcelona, Spain and one of Europe’s oldest and most successful banking groups since its founding in 1881. Sabadell covers all areas of the financial business sector under a common denominator: professional performance and quality. In the United States, Sabadell has operated with an International Full Branch since 1993. We offer Corporate Banking services to international companies in the American market, and Private Banking services primarily to Latin American high net worth individuals and families.

Banco Sabadell is seeking a Private Banking Admin candidate to join a dynamic team within one of the fastest growing banks in Florida.

Responsibilities

• Assist Private Bankers in the preparation of call reports, visit reports, KYCs, investment profile updates, credit proposals, and any other document requirements.

• Assist Private Bankers in the update of account documentation for existing accounts.

• Prepare documentation for account openings and investment portfolios following the established compliance guidelines.

• Coordinate and help execute transfers, foreign exchanges, investment orders, and new time deposit or renewal requests from external and internal clients.

• Execute orders received by telephone calls, faxes, email, or mail.

Requirements

• An Associate's, Bachelor’s degree or a four-year degree or equivalent.

• Minimum 2-5 years of related experience or training.

• Ability to speak, write and read English and Spanish fluently (required) , Portuguese (preferred).

• Well organized and able to meet deadlines.

• Proficient in the use of PC tools and Microsoft Office.

• Customer service oriented.

Sabadell is an Equal Employment Opportunity Employer