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 Account Analyst - Miami, Florida, United States

   
Job information
Posted by: Andbanc Wealth Management, LLC 
Hiring entity type: Other 
Work authorization: Existing work authorization required for United States
Position type: Direct Hire, Full-Time 
Compensation: ******
Benefits: See below
Relocation: Not specified 
Position functions: Accounting
 
Travel: Unspecified 
Accept candidates: from anywhere 
Languages: English - Fluent
 
Minimum education: See below 
Minimum years experience: See below 
Resumes accepted in: English
Cover letter: No cover letter requested
Job code: 0SPNDTLsaWNbdXLLY18JjiWdmTAL8m / Latpro-3768495 
Date posted: Jan-11-2021
State, Zip: Florida, 33146

Description

Account Analyst High Net Worth sought to prvd cstmr & prtflio spprt to srvc the wealth mgmt needs of high & ultra-high net worth clnts, incl those in LatAm. Min reqs: Bach deg in Fin, Busin Admin, Econ, or rel + 2 yrs exp mngng or prvdng cstmr & prtflio spprt srvcs for high & ultra-high net worth clnts in LatAm, or rel. Exp in a clnt-facing role wrkng w/ LatAm clnts; dem knowl of Bloomberg systm, incl the ability to dwnload data to XL & upload prtflios to PORT. SIE FINRA Cert or Series 7 Cert req. Res to: Andbanc Wealth Management LLC, Attn: J. Frances, 1221 Brickell Ave, Ste 1050, Miami, FL 33131.
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Requirements

None

 

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