Albion Staffing

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Financial Services Operations Assistant | Coral Gables, FL

at Albion Staffing

Pay: $50,000 to $75,000/year
Posted: 7/16/2019
Job Status: Full Time

Job Description

About Albion Staffing Solutions:
Albion has been offering Temp; Contract and Direct Hire Staffing Services for 20-years from offices located throughout South Florida. Offering General Admin/Clerical and Light Industrial staffing services, Albion also specializes in the Logistics, Allied Healthcare and Banking industries.

About this Position:
Albion Banking Division is seeking for a Financial Services Operations Assistant to work at the Coral Gables, FL area. This is an excellent opportunity for a detailed and service-oriented  individual who is self-motivated to join our clients growing team. The candidate must be organized, motivated, able to prioritize and manage multiple projects in a fast-paced environment. Our client offers a 100% insurance pay and a contribution for the candidate's family. For the first year, our client offers 12 free days.

Job Requirements:

  • Prepare and process all  internal and external client paperwork and forms.  Be able to communicate and follow  up on the status of forms at any time.
  • Troubleshoot, research, and  resolve issues with  paperwork processing.
  • Data entry/management, scanning and maintaining physical and electronic client files.
  • Supporting the team with operational and technology-related tasks; collaborate on projects that help refine business processes.
  • Manage spillover incoming calls
  • Working within CRM to note and execute tasks
  • Some office administrative duties

Skills and Attributes:

  • Strong verbal and written communication skills
  • Ability to work under pressure
  • Strong MS Office skills
  • Independent and self-motivated
  • Attention to detail
  • Problem solving; ability to anticipate and  understand future steps necessary to accomplish tasks
  • Enjoys working with people; enjoys working as a team
  • Professionalism
  • Ability and comfortability with  learning new technology  (PortfolioCenter, Tamarac Advisory View and CRM)
  • Ability to maintain extreme confidentiality in dealing with client matters.


  • College degree preferred  (not required)
  • Two (2) years or more of client or administrative support experience.
  • General knowledge and understanding of private client/personal financial services industry preferred.  

Workplace Location:
Applicants will work in Coral Gables, FL

Candidate Advice:
* Pre-Employment and random Drug and Background testing may be applicable.
* Only Local Candidates will be considered; no relocation provided