Administrative & Operations Assistant – Financial Services
hace 2 semanas
We are seeking a highly organized and detail-oriented
Administrative & Operations Assistant
to support our operations team within a regulated financial services environment.
This role is responsible for managing administrative requests, handling documentation, and supporting internal processes while ensuring accuracy, consistency, and compliance. The position works closely with senior operations and compliance leadership and follows clearly defined workflows.
Key Responsibilities
- Receive and manage administrative requests from internal teams
- Review client documentation for completeness and consistency
- Upload and manage documentation on internal platforms
- Coordinate digital signatures and document tracking
- Maintain organized records and follow up on pending items
- Escalate urgent or compliance-related issues when required
Profile & Skills
- Strong attention to detail and organizational skills
- Comfortable following structured processes and procedures
- Clear written communication (Spanish and, English required)
- Ability to handle sensitive information with discretion
- Calm, professional, and solution-oriented
- Strong ethical standards and high level of integrity
Preferred Experience
- Administrative or operational experience + 1 year
- Exposure to financial services, insurance, banking,
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