Temporary Worker Documentation Migration
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Vacancies:
1 Vacancy
Job Summary
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
- High School Diploma or equivalent (Associates degree or coursework in Business/Finance is a plus).
- An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Special Instructions to Candidates
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters here.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at.
Key Skills
- Environment
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About Company
Florida's iconic community bank with a global reach, trusted and admired by our clients for our people-centric culture.
