Overview
Temporary Document Migration - Wealth Management Department
Location: Coral Gables FL
Type: Temporary - 3 Months
About the Role:
Join our Wealth Management team and play a key role in our digital transformation! Were seeking a detail-oriented professional to assist with migrating and digitizing critical financial documents. This is an excellent opportunity to gain exposure to wealth management operations while contributing to a high-impact project.
Responsibilities:
- Digitize and organize financial documents accurately.
- Migrate files securely into digital systems.
- Maintain confidentiality and compliance throughout the process.
- Ensure proper indexing for easy retrieval and future use.
Qualifications
- Strong attention to detail and organizational skills.
- Basic knowledge of document management systems and scanning tools.
- Ability to handle sensitive information with discretion.
- Comfortable working independently and meeting deadlines.
Education
Special Instructions to Candidates
City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race color religion sex pregnancy national origin age disability genetic information protected veteran status or any other status protected under federal state or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
OverviewTemporary Document Migration - Wealth Management DepartmentLocation: Coral Gables FLType: Temporary - 3 MonthsAbout the Role:Join our Wealth Management team and play a key role in our digital transformation! Were seeking a detail-oriented professional to assist with migrating and digitizing ...
Overview
Temporary Document Migration - Wealth Management Department
Location: Coral Gables FL
Type: Temporary - 3 Months
About the Role:
Join our Wealth Management team and play a key role in our digital transformation! Were seeking a detail-oriented professional to assist with migrating and digitizing critical financial documents. This is an excellent opportunity to gain exposure to wealth management operations while contributing to a high-impact project.
Responsibilities:
- Digitize and organize financial documents accurately.
- Migrate files securely into digital systems.
- Maintain confidentiality and compliance throughout the process.
- Ensure proper indexing for easy retrieval and future use.
Qualifications
- Strong attention to detail and organizational skills.
- Basic knowledge of document management systems and scanning tools.
- Ability to handle sensitive information with discretion.
- Comfortable working independently and meeting deadlines.
Education
Special Instructions to Candidates
City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race color religion sex pregnancy national origin age disability genetic information protected veteran status or any other status protected under federal state or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at or by email at .
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