Finance Assistant (Spanish) -recent grads/entry level

– Business oriented/ business administration/ international business

– Interest in going into the compliance sector of the business

Or someone that has experience that was in an assistant role.

FCP – physical compliance

– Collecting documents from the client to ensure they are compliant in their country due to taxes.

Project Management skills/ Project coordinator Processing paperwork Detail oriented Updating spread sheets

Support Advisors in sending written communications to client regarding various remediation projects Analyze account documentation to ensure we have the necessary authorization for electronic communication Oversee/input client data into Private Bank client management system

PKR- KYC review that takes place yearly

– Reading KYC

Searches on clients

Ensure documents are up to dial

Documentation experience in financial services Power point skills.

Must-Have Skills & Qualifications:

• Read Spanish
• Good Verbal / Written Communication
• Initiative / Self-Motivation
• Planning & Organizing

Nice to Have Skills & Qualifications:

• Documentation experience in financial services

Required experience:

• Finance: 1 year

Required language:

• Spanish