Banking and Financial Services Jobs in Boca Raton, FL
8 positions found
Paralegal/Trust Administrator - Family Office
Private family office is seeking a highly skilled and detail-oriented Legal Assistant, Paralegal, or Trust Administrator. You will support a range of legal, trust administration, and corporate governance functions. The ideal candidate will have significant experience in trust and estate administration, legal document preparation, and the inner workings of a family office environment.
Responsibilities:
- Prepare, draft, and review a variety of legal documents and correspondence
- Support trust and estate administration, including coordination with external legal counsel and service providers
- Assist in maintaining corporate records and governance documentation
- Provide general administrative and legal support to attorneys and senior executives within the family office
- Facilitate internal and external communications related to legal and trust matters
- Maintain and organize confidential files and documentation with a high level of discretion
Qualifications:
- Bachelor’s degree or paralegal certification preferred
- Minimum of 5 years of relevant experience in a legal assistant, paralegal, or trust administration role
- Strong background in family office operations, trust administration, and/or corporate governance
- Proven experience in legal document preparation and legal administrative support
- Excellent written and verbal communication skills
- Exceptional attention to detail, organization, and time management
- Knowledge of trust and estate law; international legal exposure is a plus
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
General Responsibilities Receives checks and cash for deposits to accounts; verifies amount, examines checks for proper endorsement, and enters deposits into computer records.
Examines cash carefully to guard against acceptance of counterfeit checks and Cashes checks and processes withdrawals, verifies signature(s), checks customer balances, and pays out monies.
Counts, checks, and packages coins and currency.
Balances cash drawer at the end of the shift and reports any discrepancies to the supervisor.
Checks night depository bags and records proper information on proper form(s).
Prepares monthly audit package.
Provides exceptional customer service to customers and internal personnel.
Performs other tasks as requested by supervisors as they relate to the bank and its Experience and/or Education Requirements A high school diploma or GED is required.
Experience handling cash is required; experience in a banking environment is preferred.
Must have good interpersonal communication skills, good computer skills, and the ability to operate standard office equipment such as adding machines, faxes, copiers, etc.
Must be detailed oriented, have good time management skills, organizational skills, ability to work independently, multi-task, and have strong customer service skills.
Please send resume and salary requirements to Eirene E.
Werts at An Equal Opportunity Employer
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days' vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
FULL-SERVICE SHOPPER
Start earning quickly with a flexible schedule
Shopping with Instacart is more than grocery delivery. Shoppers help make our world go round. They make money, make moves, and make shopping lists come true. They make good time, make life easier, and make people's day.
Shoppers make it all happen—sign up now to help create a world where everyone has access to the food they love.
As a full-service shopper, you'll receive orders through the Shopper app to shop from stores in your area, and deliver the orders to your customer's door. It's that simple.
What you get as a shopper:
- Start earning quickly on a flexible schedule*
- Weekly pay with the option of instant cashout
- Potential to earn tips
- Special earnings promotions
Basic requirements:
- 18+ years old (21+ to deliver alcohol)
- Eligible to work in the United States
- Consistent access to a vehicle and a recent smartphone
Additional information:
Shopping with Instacart is great for anyone looking for flexible, seasonal, home-based, entry-level, weekend, weekday, after-school, or temporary opportunities. As an Instacart Full-Service Shopper, you can have more flexibility than with a part-time job.
Instacart is committed to diversity and providing equal opportunities for independent contractors. Instacart considers qualified individuals without regard to gender, sexual orientation, race, veteran, disability status, or other categories protected by applicable law.
Instacart also values providing prospective contractors with a fair chance to pursue opportunities. For all individuals seeking to provide services in San Francisco, Los Angeles, and Philadelphia, Instacart considers individuals in a manner consistent with the requirements of applicable Fair Chance ordinances.
Review the Independent Contractor Agreement here
*Subject to availability of batches in your area.
In the Role
- Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
- Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
- Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
- Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
- Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
- Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
- Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
- High School Diploma or GED
Preferred:
- Sales, Collections or Customer Service experience
- Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
- Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
- Up to 4% matching 401(k)
- Employee Stock Purchase Plan (10% share discount)
- Tuition reimbursement
- Paid time off (15 days’ vacation per year, prorated based on start date)
- Paid sick leave as determined by state or local ordinance (prorated based on start date)
- 11 Paid holidays (4 floating holidays, prorated based on start date)
- Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
DarrowEverett LLP is looking for a Commercial Lending & Finance Attorney with excellent communication and administrative skills, who is highly organized and detail-oriented, is able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its reputation.
Role & Responsibilities
- Representing banks or private/public lenders & fixed income first or second lien commercial real estate transactions
- Conducting other commercial real estate issues such as the evaluation, transfer, or drafting of commercial leases and/or drafting deeds of trust
- Experience in other commercial real estate transactions or investment, corporate, and / or M&A transactions
- Representing lenders and borrowers in financial transactions, with a principal focus on commercial real estate credit secured by mortgages or deeds of trust
- Utilizing industry solutions to CRE finance transactions, including structuring, negotiating, and closing transactions
- Using best practices for drafting and perfecting security interests, including reviewing title insurance policies and drafting title objection letters, commercial or multifamily real estate, tenant improvements or equipment, or cash flow coverage
- Oversee real estate secured finance solution, workout & restructurings
- Effectively organize and maintain client files
Qualifications:
- Bachelor's degree and J.D. Degree
- 15+ years of continuous, specific, and verifiable commercial lending & finance
- Extensive experience in structuring, negotiating, and documenting commercial real estate transactions
- In-depth knowledge of commercial real estate finance
- Strong oral and written communication skills
- Knowledge of the laws and rules, as well as state and federal court procedures, forms, deadlines, filing requirements and portals
- Ability to organize factual and legal data into clear and logical arguments.
- Ability to handle sensitive matters on a confidential basis
- Licensed to practice law and in good standing in at least one of the following states: MA, RI, NY, SC, NC, or FL
- A high degree of initiative, mature judgment, and discretion
- Organization and time management skills
You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other.
It starts with you discovering customers’ needs and with the support of your team members, you match those needs with the right products.
Every day is an opportunity for you to turn another Amerant Bank customer into a loyal customer.
Purpose of role is to provide teller and platform-based transactions, manage lobby activity and support mobile, online banking and digital solutions.
In addition, provide education and knowledge of our consumer and small business products to existing and new customers.
OPERATIONAL EXCELLENCE: Process all manner of financial transaction requests including but not limited to deposits, withdrawals, check cashing, issuance of cashiers’ checks.
Research and resolve issues related to end of day banking center balancing.
May be responsible for functions related to the day-to-day operation of the ATM, cash recycler, drive thru and night drop.
Ability to open new accounts and perform maintenance transactions on the Bank’s platform system including debit card issuance and ongoing maintenance as well as completion of Know Your Customer requirements.
Execute all operation responsibilities relative to opening and maintain all products and services.
Review customers account activity to ensure compliance with Bank Secrecy Act.
May be responsible for the daily review of overdraft, uncollected and significant balance change reports.
Ability to originate new credit requests and respond to loan related inquiries.
Follow Bank policies and procedures, as well as legal and regulatory requirements, including security and audit procedures.
Adhere to all policies and procedures per Retail Banking’s operating manuals, employee handbook and all other that apply to the position functions.
Ensure all regulatory requirements as well as security and audit procedures are adhered to always.
Responsible for ensuring individual acts do not lead to Bank operating losses as well as escalating potential concerns that could lead to Bank loss to appropriate supervisor.
Identify, evaluate, monitor and make any recommendation deemed necessary to the Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.
Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
CUSTOMER SERVICE: Act as a customer advocate to ensure we meet the needs of our customers and prospects with the intent of enhancing customer retention and engagement.
Resolve customer problems and follow up to ensure customer’s expectations are met.
Deliver customer experience for all segments to ensure quality customer experience every day every time.
Provide quality customer service to all current and prospective customers as measured by Bank service standards.
BUSINESS DEVELOPMENT: This position requires consistently meeting or exceeding sales goals as defined by management.
Achieve out bound conversation expectations as defined by management.
Responsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, profiling, assessing customer needs, and recommending and selling appropriate banking products and services.
Take an active role in educating our customers on other banking channels to meet their needs.
Responsible for learning and maintaining knowledge of Bank’s products and services.
Participate in business development activities in support of the banking center market development activities as requested.
Actively participate in community organizations to promote the Bank brand as well as support business development initiatives.
Refer prospects and clients to other lines of business according to determined segmentation (AMTI, Commercial Banking, etc.) BANK TRANSFORMATION: Adhere to expectations defined for banking centers as defined by management.
Responsible for adhering to no personal space guidelines and that the banking center is clean and free of clutter.
For Transformed Banking Centers: Responsible and able to utilize all elements within a transformed banking center: Welcoming Zone, Comfort Zone, Discovery Zone, Advisor Connect, Service Spots, Teller Tower, etc.
Learn and encourage usage of all digital components in the banking center by banking center guests.
May be the Digital Advocate for the banking centers.
Responsibilities include being an expert on the Bank’s Online Banking (personal and business) and Mobile Banking channels to be able to assist customers and promote their sale and usage.
Responsible for educating other team members on digital channels.
Adhere to and participate in lobby management standards including acting in the Greeter role.
Greet customers/prospects in the lobby in accordance with banking center defined standards.
Adhered to defined career wear standards.
OTHER: Live the Bank values every day.
Complete mandatory training and required responsibilities to have knowledge of complete lines of products and services.
May have approval authority.
May be asked to train and aid less experience banking center team members.
Cooperates with superiors, peers to accomplish team and Bank goals.
Ability to work in different assigned banking centers within the region.
Other duties as required.
Minimum Work Experience Requirements: Banking Specialist IV requires over 5 years’ experience in Bank sales / service environment or equivalent experience to include sales results.
Minimum Education Requirement: High School or GED required.
AA or Bachelor’s Degree preferred.
English required, and certain markets may require second language skills.
Functional Skills & Knowledge Requirements: Must be a team player, can work under pressure, have a professional image and be able to resolve problems and conflicts.
Must be able to prioritize work and effectively manage time.
Must possess basic business communications skills such as advanced writing, listening and have basic office and mathematics skills, and customer service skills.
Possession of professional skills such as report writing, basic statistics, effective presentation skills and creative skills are required.
Must possess sales and negotiation skills.
*Applicant must be NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer.
Additionally, FBI Criminal Background and credit checks must be successfully passed within the first 30 days of employment, or 30 days from the date of the upload (whichever occurs first).
