Explore 1M+ Live Opportunities.
Direct applications, high-package MNC listings, and exclusive insider referrals updated daily across 50+ niches worldwide.
Live Jobs|Remote & Onsite|Apply in 1 Click
Join Our WhatsApp Job ChannelDirect applications, high-package MNC listings, and exclusive insider referrals updated daily across 50+ niches worldwide.
Leeds Professional Resources · Hollywood, Florida
This opportunity is for one of our clients, a large financial services firm, on a hybrid schedule near North Miami, FL.
Communicate with clients and their advisors regularly. Provide timely and thorough response.
Attend client meetings, document issues discussed and coordinate follow up.
Oversee account opening and closing procedures and review related documents.
Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts
Qualifications
2-3 years minimum of client advisor to ultra high net worth clients. Bilingual in Spanish
Bachelor's degree is required
Strong attention to details
Gifted Healthcare · Woodhaven, New York
Details
| Company | Leeds Professional Resources |
| Location | Hollywood, Florida |
| Type | FULL TIME |
| Niche | Full-time |