Job Description
My client is a boutique financial services firm specializing in serving Ultra High Net Worth (UHNW) clients. They are dedicated to delivering personalized, discreet, and world-class service across wealth management, investment advisory, and family office operations. They are seeking a highly organized and detail-oriented Bilingual Operations Assistant who is fluent in English and Spanish. This individual will play a critical role in supporting day-to-day operational functions, ensuring seamless client service, and coordinating with internal teams to meet the complex needs of UHNW clients.
Key Responsibilities:
- Provide administrative and operational support to senior team members.
- Assist with client onboarding, account documentation, and compliance requirements.
- Liaise with clients and stakeholders in both English and Spanish, ensuring accuracy and professionalism.
- Coordinate with custodians, banks, and investment platforms to process transactions.
- Support reporting, data management, and record-keeping functions.
- Manage calendars, correspondence, and follow-up on client requests.
- Maintain the highest standards of confidentiality and discretion.
Qualifications:
- Bachelor’s degree in Business, Finance, or related field preferred.
- Fluency in English and Spanish (written and spoken) required.
- Prior experience in finance, wealth management, or a family office environment preferred.
- Strong organizational and multitasking skills with keen attention to detail.
- Proficiency in Microsoft Office Suite; knowledge of CRM or portfolio management systems is a plus.
- Excellent communication and interpersonal skills, with the ability to work in a high-pressure, client-focused environment.