Office Coordinator jobs in United States, Florida, Miami
Wells Fargo Branch Operations Coordinator - Calle Ocho Miami FL United States, Florida, Miami
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In this role you will:
Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Support the Branch manager in operational tasks and scheduling
Resolve issues related to daily operations of the teller line, under direction of regional banking management
Support customers and employees in resolving or escalating concerns or complaints
Receive guidance from managers and exercise judgment within defined policies and procedures
Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
Identify information and services to meet customers financial needs
Motivate a diverse team to achieve full potential and meet established business objectives
Required Qualifications:
2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information and comprehending customer issues
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Cash handling experience
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Motivate others to achieve full potential and meet established business objectives
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location:
Calle Ocho Branch: 1900 SW 8TH ST, MIAMI, FL 33135
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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Wells Fargo Branch Operations Coordinator - Kendall Lakes-Miami FL United States, Florida, Miami
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In this role you will:
- Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Support the Branch manager in operational tasks and scheduling
- Resolve issues related to daily operations of the teller line, under direction of regional banking management
- Support customers and employees in resolving or escalating concerns or complaints
- Receive guidance from managers and exercise judgment within defined policies and procedures
- Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
- Identify information and services to meet customers financial needs
- Motivate a diverse team to achieve full potential and meet established business objectives
Required Qualifications:
- 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Ability to provide strong customer service while listening, eliciting information and comprehending customer issues
- Ability to educate and connect customers to technology and share the value of mobile banking options
- Ability to interact with integrity and professionalism with customers and employees
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Cash handling experience
- Well-organized, independent and able to prioritize in a fast-paced environment
- Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
- Knowledge and understanding of retail compliance controls, risk management, and loss prevention
- Motivate others to achieve full potential and meet established business objectives
Job Expectations:
- Ability to work a schedule that may include most Saturdays
- This position is not eligible for Visa sponsorship
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Citi Group Family Office Principal - LATAM United States, Florida, Miami
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S/he will be available domestically and globally to meet with clients and prospects to support banker and regional engagement and will represent the segment for CPB as an external marketing ambassador.
Internally, the role will be a key conduit for franchise relationships across the segment, building lasting and trusted relationships with key partners across Citi, with the end goal of surfacing new commercial opportunities and improving client outcomes.
Institutional Wealth Sales:
Key Institutional Wealth sales focus includes:
- Supporting existing coverage teams in the sale of core Wealth products where suitable and appropriate.
- Coordinate the sales of Direct Private Investing (“DPI”) to the segment. Deal origination is delivered by the existing DPI product teams.
- In partnership with CGW Capital Markets, coordinate CPB sales efforts around suitable Institutional Capital Markets products, including Strategic Equity Solutions, Commercial Real Estate financing and the Markets Direct Access (“MDA”) product program, among others.
- Coordinate CPB efforts with Banking Capital Markets and Advisory (“BCMA”), including the origination of client introductions where suitable.
- Coordinate access to targeted, episodic BCMA transactions suitable for a subset of Institutional Wealth clients.
- Coordination of the Institutional Wealth sales effort across the Private Bank will require close coordination with relevant product teams, including building an increasingly integrated sales approach with the existing Solutions Sales and Capital Markets teams.
Franchise Partnerships:
S/he will build upon well-established policies, procedures and partnerships to increase the two-way flow of client leads.
Within some specific areas, there will be the scope to drive co-coverage of key franchise names where suitable.
Risk Management:
Show leadership in first line of defense risk management for the segment and coordinate closely with the second line to protect the franchise and improve client outcomes.
Experience:
- Proven track record in driving incremental revenue and new client acquisition strategies in a private bank and/or institutional banking setting
- Extensive and proven experience working with family office executives, principals and family members
- Exceptional knowledge and connectivity within the family office ecosystem of advisors, service providers and centers of excellence
- Experience successfully developing and leading revenue-based consulting business, including marketing, business development and operations
- Exceptional consultative, analytical/business evaluation and problem-solving skills
- Excellent interpersonal skills and ability to develop strong working relationships across a matrixed organization
- Demonstrated coaching and people development experience
- Excellent communication (written and verbal) and presentation skills
- Demonstrated ability to motivate staff
- US: must obtain Series 7 and Series 66 registration if they do not already possess it.
- Fluent in Spanish and/or Portuguese
Competencies:
- Team player
- Excellent communicator (staff, clients and colleagues)
- Customer and quality focused
- Thinks strategically – sees the big picture
- Leads by example and is seen as a “role model”
- Is highly regarded and respected within the community
- Ability to handle complex client situations; solution provider
- Ability to influence others (staff, peers and superiors)
- Thinks outside of the box
- Highly motivated to succeed; results oriented
- Self-starter; entrepreneurial spirit
- Active listening skills
- Change agent/flexible
- Bachelor’s/universitydegree; master’s degree preferred
Anticipated Posting Close Date:
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EY Executive Administrative Coordinator Office OMPs - Miami Boc... United States, Florida, Miami
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As an Executive Administrative Coordinator, you will provide high-level, functionally specialized administrative, project and operational support to multiple executives of the firm who hold designated leadership positions. You will be closely aligned and integrated with the operations, strategies and business objectives of senior leaders with visibility across their network. You will proactively identify the needs and challenges of the executive, identifying effective solutions and ensuring that all necessary preparations and support are in place to enable the executive's success. You will track, coordinate and execute on confidential projects, applying judgment and selecting methods for meeting objectives. As a representative of the executive leaders, you will foster sophisticated relationships and interact with internal and external clients and stakeholders.
Your key responsibilities
- Manage daily execution of administrative services for eligible partners, principals, managing directors and directors
- Apply specialized knowledge of service line, sector and operations role of executive to make independent decisions to accomplish project, administrative and operational objectives
- Apply an in-depth understanding of the key drivers affecting the leader’s role and business priorities to administrative and project coordination
- Identify and resolve administrative issues and challenges, analyze problems and implement solutions to improve efficiency and productivity
- Build and foster relationships with internal and external business leaders and stakeholders and their administrative staff to support business objectives
- Protect confidential/proprietary information and manage data and records securely
- Demonstrate high level firm/service line knowledge of QRM policies
- Independently compose, format and edit non-technical business documents in conjunction with leader executives and appropriate internal communications professionals
- Liaise with service line and core business service personnel to track and coordinate executive work/projects; manage information and respond to requests accurately and promptly
- Compile, review and analyze markets and budget reports to create tracking reports, identify action items, coordinate follow up and prepare meeting materials
- Anticipate and apply knowledge of leaders’ priorities to manage complex and constantly changing calendars
- Coordinate domestic/international travel, internal and external events, meetings and conferences within scope leveraging appropriate resources
Skills and attributes for success
- Complex problem solving within realm of role responsibilities, using strong analytical, organizational and research skills
- Independent decision maker exercising discretion/judgment
- Assimilate unfamiliar issues rapidly
- Proactively escalate identified or potential issues
- Ability to communicate effectively and professionally with all levels including senior leaders with sensitivity to matters that require diplomacy
- Navigate organizational structures, changing environments and sensitive relationships
- Prioritize and perform multiple tasks simultaneously
- Advanced skills in MS Word, Excel, PowerPoint, Teams, SharePoint and Outlook
- Work independently
To qualify for the role, you must have
- BA/BS degree or relevant experience
- 8-10 plus years of experience
- Typically, no less than 5 - 7 years relevant experience
- Flexible for overtime as required. Vacation dependent on business needs and cycles.
- Work primarily onsite in the EY office, client or meeting site as determined.
- Must be flexible to travel
Ideally, you’ll also have
- 5+ yrs. exp supporting senior leadership level executives in large organization or firm
- Project coordination experience
- Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
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Wells Fargo Senior Wealth Management Banking Coordinator SAFE United States, Florida, Miami
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In this role, you will:
- Support more experienced level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities
- Assist in providing service to Private Banking client relationships
- Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
- Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over basic accounts
- Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
- Research and resolve operational issues related to complex accounts
- Work with centers, offices, and stores to execute daily transactions for bankers in sales and credit support
- Interpret policies, procedures, and compliance requirements
- Potentially provide work direction and training to less experienced associates
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
- 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experience in Wealth Management/Private Banking
- Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, KYC’s and Technical Exceptions (TE).
- Treasury management experience preferred
- Financial services industry experience
- Superior oral and written skills
- Superior verbal, written, and interpersonal communication skills
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
- Ability to work effectively in a team environment
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Knowledge and understanding of administrative support: filing, faxing, copying, and data entry
- Experience working with attorneys and law firms
Job Locations:
- 333 SE 2nd AVE, Miami FL 33131
Job Expectations:
- This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Share
In this role you will:
Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Support the Branch manager in operational tasks and scheduling
Resolve issues related to daily operations of the teller line, under direction of regional banking management
Support customers and employees in resolving or escalating concerns or complaints
Receive guidance from managers and exercise judgment within defined policies and procedures
Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
Identify information and services to meet customers financial needs
Motivate a diverse team to achieve full potential and meet established business objectives
Required Qualifications:
2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information and comprehending customer issues
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and employees
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Cash handling experience
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Motivate others to achieve full potential and meet established business objectives
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location:
Calle Ocho Branch: 1900 SW 8TH ST, MIAMI, FL 33135
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
