✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in North Miami Beach Florida

40 positions found

Executive Personal Assistant
✦ New
Salary not disclosed
Miami, FL 10 hours ago

A confidential, early-stage investment firm focused on building and investing in AI is seeking an Executive / Personal Assistant to support two senior principals during a formative growth period. This role will provide approximately 85% executive support and 25% personal support. One principal requires heavier executive support, while the other requires lighter oversight. The ideal candidate is highly responsive, modern in communication style, adaptable, and comfortable operating in a fast-paced startup environment.


Job Title: Executive / Personal Assistant (EA/PA)

Location: Miami, FL (Flex remote; must be Miami-based with ability to work in office as needed which will most likely be in Sunset Harbor or Wynwood)

Schedule: Full-time with a 24/7 mentality; flexibility required based on evolving priorities

Compensation: Competitive; market range with opportunity for growth


Responsibilities:

• Manage complex and busy calendars across Zoom and in-person meetings

• Coordinate domestic and international travel, including personal travel that may convert into business

• Serve as liaison with family office, including bill pay and administrative coordination

• Handle personal logistics such as reservations, FedEx, sending gifts out, and special requests

• Maintain consistent and prompt communication via platforms such as WhatsApp

• Support day-to-day operational needs as the firm is being formed

• Interface with external stakeholders as needed

• Remain flexible as priorities shift in a startup environment


Requirements and Qualifications:

• 3–6 years of EA/PA experience

• Based in Miami with flexibility to work in-office when needed

• Highly responsive, communicative, and proactive

• Comfortable with a 24/7 mindset and fluid schedule

• Strong organizational skills and ability to pivot quickly

• Discreet and professional when handling sensitive matters


Please submit your resume for consideration!


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Anti-Money Laundering Analyst
✦ New
Salary not disclosed
Miami, FL 1 day ago

For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn


AML Transaction Monitoring Analyst -Miami, FL

FinTrust Connect is excited to announce that we have partnered with a reputable international bank in search of an AML Transaction Monitoring Analyst. This individual is primarily responsible for performing all functions associated with high-risk customer management including reviews related to monitoring high-risk customers. The AML Transaction Monitoring Analyst is also a backup and support function for the AML Investigators in assisting with resolution of system alerts and investigation caseloads to ensure that work remains at acceptable levels. This candidate is responsible for evaluating patterns in customers’ activity and researching against internal and external information sources for identifying potentially suspicious activity and escalating issues and findings, as appropriate, for advanced investigation and analysis, when potentially suspicious or unusual activity is identified during a high-risk review.


Why this Opportunity:

  • Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees.


  • Workplace (On-site, Hybrid, Remote): Hybrid in Miami, FL


  • Function: responsible for maintaining appropriate case management of high-risk customer reviews (domestic and international), evaluating patterns in customers’ activity, and for obtaining and maintaining necessary supporting documents.


Requirements:

  • Associate degree and/or equivalent work experience in the Banking/Financial industry
  • Minimum of 4 years of experience in domestic and international AML transaction monitoring within the banking industry.
  • Solid understanding of AML regulations and compliance requirements.
  • Experience working with industry-standard transaction monitoring systems,
  • Strong analytical and investigative skills, with an eye for detail.
  • Excellent communication skills to convey findings and insights effectively.
  • Relevant certifications such as CAMS (Certified Anti-Money Laundering Specialist) are highly desirable.
  • Ability to work collaboratively in a team and independently when required.


Description:

  • Conduct real-time monitoring of customer transactions to identify and investigate suspicious activity.
  • Utilize advanced knowledge of AML regulations, including the Bank Secrecy Act (BSA), to identify and report potential risks.
  • Analyze alerts generated by the transaction monitoring system, ensuring thorough investigations and appropriate documentation.
  • Collaborate with the AML Compliance team to enhance monitoring processes and implement best practices.
  • Stay informed about industry trends, emerging risks, and regulatory changes to adapt and improve monitoring strategies.
  • Assist in the development and maintenance of AML policies and procedures.
  • Provide guidance to internal stakeholders on AML-related matters.
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Loan Products Analyst
Salary not disclosed
Coral Gables, FL 2 days ago

Only candidates with US Work Authorization will be considered.


About the Team: The Product Management team at Bradesco is responsible for managing the life cycle of the Banking Products suite, including Checking, Savings, Money Market, Certificate of Deposit, Loans, Credit and Debit Cards for multiple segments. The team defines product strategies, parameters, evaluates new opportunities, and focuses on driving profit and market share growth.


Position Overview: The Loan Products Analyst supports the end‑to‑end structuring, execution, and oversight of the bank’s lending products. This role assists with product setup, pricing, regulatory compliance, documentation, and ongoing portfolio performance analysis. It involves close collaboration with Credit, Risk, Legal, Compliance, Sales, and Operations to ensure all loan products are correctly configured, properly structured, and fully aligned with internal policies and regulatory requirements.


Scope and Responsibilities


  • Support the end‑to‑end execution and maintenance of loan products, ensuring accurate setup, timely updates, and full operational readiness
  • Assist with loan structuring activities, including system parameter setup, pricing scenarios, repayment modeling, and contract preparation
  • Ensure loan products, configurations, and documentation comply with internal credit policies and applicable regulations
  • Prepare and maintain product documentation, operational procedures, workflows, and compliance checklists
  • Conduct market and competitor research to support product strategy, pricing adjustments, and positioning
  • Assist with requirements for product enhancements or system updates and participate in user acceptance testing (UAT)
  • Collaborate with Credit, Risk, Legal, Compliance, Operations, and Commercial teams to support smooth implementation and training of loan products
  • Gather and analyze product‑level data to evaluate performance against KPIs, identify opportunities for improvement and prepare recurring dashboards and reports
  • Help prepare internal training materials and communications for new product launches or enhancements
  • Perform additional responsibilities as assigned by the Banking Products Product Manager.


Risk Management


  • Comply with Bradesco Bank Credit and Compliance/BSA policies
  • Identify opportunities to improve processes, strengthen controls, and increase efficiency across product management workflows


Competencies, Skills, and Qualifications


  • 2-3 years of experience in banking, lending, credit analysis, loan operations, or related field
  • Familiarity with loan structuring concepts, including pricing, amortization methods, interest calculations, and collateral requirements
  • Understanding of loan regulations, compliance expectations, and basic credit risk principles
  • Fundamental knowledge of financial drivers such as revenue, expenses, and portfolio profitability
  • Experience working with data, performing analysis, and supporting data-driven decisions
  • Exposure to product implementation, system changes, or cross-functional project work is a plus
  • Ability to manage multiple tasks and deadlines in a fast-paced environment
  • Strong written and verbal communication skills, including the ability to prepare clear presentations and documentation
  • Detail-oriented, analytical and results-driven with motivation for continuous improvement


Required Registrations or Certifications: Bachelor's degree: professional business/finance/economics degree or qualification


Language Skills: Excellent written and verbal communication in English and Portuguese; Spanish is a plus.


Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


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Payroll and Benefits Manager - Large Company
Salary not disclosed
Miami, FL 2 days ago

A multi-national organization with significant operations here in Miami is looking for a Payroll and Benefits Manager. This role is open due to growth and corporate expansion.

Responsibilities will include:


· Manage a small team that processes accurate and timely multi-state payrolls for 2000+ employees, in compliance with company and regulatory policies

· Recommend the development of new policies and procedures utilizing knowledge of federal, state and local government regulations and reporting requirements

· Resolve payroll issues and implement new procedures to mitigate future concerns

· Review wages computed by using audit reports and correct errors prior to processing payroll to ensure accuracy

· Collaborate with various internal departments

· Create and maintain all payroll account codes

· Work with HR on a regular basis to assure complete coordination of pay, benefits, deductions and recoup of missed deductions

· Manage open enrollment and benefits administration

· Maintain knowledge of current regulatory and report requirements

· Prepare accurate reports on payroll data as needed

· Prepare and maintain severance schedules, when applicable

· Assist with special projects as needed


Requirements

· Bachelors degree or equivalent experience

· Experience with a large payroll software

· Six plus (6+) years of experience in multi-state payroll

· Proficient in Microsoft Office with a high level of proficiency in Excel

· Exceptional verbal and written communication and customer care skills

· Comprehensive knowledge of Payroll best practices and related laws and regulations

· Certified Payroll Manager and / or Certified Payroll Professional preferred

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Product Analyst | Investment Solutions / Product Development
🏢 Bradesco Bank
Salary not disclosed
Coral Gables, FL 2 days ago

Only candidates with US Work Authorization will be considered.


About the Role


We are looking for a dynamic and detail-oriented Product Analyst to support the evolution of our Investment Platforms. This role works at the intersection of Wealth Management, Technology, and Operations, helping coordinate stakeholders, support platform enhancements, and ensure smooth user experience for both clients and internal teams.


The ideal candidate understands investment products, enjoys problem-solving, learns fast, and is comfortable dealing with multiple priorities in a fast-paced environment.

 

Key Responsibilities:


  • Support stakeholders in the planning, execution, and validation of platform initiatives across onboarding, trading, portfolio management, performance, and operational workflows.
  • Coordinate with stakeholders across Investments, Trading, Operations, Compliance, Marketing, and Technology to gather requirements and ensure proper alignment.
  • Partner with Technology teams during development cycles: clarifying requirements, validating functionality, and supporting troubleshooting.
  • Perform BUAT (Business User Acceptance Testing), create test cases, execute scenarios, log defects, and validate fixes before releases.
  • Investigate and debug platform issues, including inconsistent data, account setup errors, operational or settlement issues, and trading/processing discrepancies.
  • Translate complex issues into clear, actionable explanations for business stakeholders and for technical teams.
  • Monitor platform performance, client behavior, and usage trends to identify opportunities for improvement. Create and track requirements for platform enhancements and maintenance.
  • Help maintain product documentation, workflows, and release notes.
  • Assist in validating investment products, fee configurations, account attributes, and operational flows.

 

Qualifications:


Education: Bachelor’s degree in Finance, Economics, Business, Data Science, or a related field.


Experience: 1–3 years of experience in Wealth Management, Investment Operations, FinTech, Banking or Brokerage platforms.


Skills


  • Strong understanding of investment products (equities, ETFs, REITs, mutual funds, fixed income).
  • Comfort working with technology teams, APIs, data structures, and software development concepts.
  • Excellent analytical skills and willingness to dive deep, debug, and investigate issues end-to-end.
  • Strong communication skills, ability to simplify, structure, and clearly articulate problems and solutions.
  • Ability to handle multiple tasks simultaneously while maintaining high attention to detail.
  • Proactive, resourceful, and comfortable working in ambiguous or evolving environments.
  • High sense of ownership and curiosity.


Preferred Qualifications


  • Experience in a financial institution or investment firm.
  • Proficiency in both English and Portuguese.
  • Series 7 and Series 66 preferred (but not required).

 

Why This Role Matters

This position plays a critical part in ensuring our investment platform runs smoothly end-to-end, from onboarding to trading to ongoing client experience. You will help enhance platform capabilities, improve stability, and support our mission of delivering a world-class digital investment experience.


Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


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Events & Catering Assistant
Salary not disclosed
Miami, FL 2 days ago

Our client is a world-class financial institution and industry titan. They are seeking a Catering & Events Assistant to join the team on a long-term temporary basis. This position is fully on site at their office in Miami, FL.


Job Details

  • Provide first-rate customer service to all guests and clients
  • Utilize Event Management booking software to coordinate reservations
  • Address client and guest needs, inquiries, and requests in a prompt and professional manner
  • Monitor meeting rooms and report facilities issues
  • Coordinate catering and audio-visual services
  • Perform administrative tasks such as vendor management and invoice processing
  • Pay rate: $28-29 per hour, based on experience


Skills and Qualifications

  • Bachelor’s degree preferred
  • 5+ years’ experience in Corporate Hospitality and/or Events
  • Personable, professional, and highly customer service oriented
  • Tech savvy, confident in Microsoft Office, and able to learn new software quickly
  • Excellent time management and organizational skills



Gainor is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Gainor are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, creed, sex, sexual orientation, gender (including gender identity and expression), age, national origin, immigration status, marital or familial status, citizenship status, ancestry, physical or mental disability, genetic information, reproductive health decision making, veteran or military status, or any other characteristic or status protected under applicable federal, state, or local law.

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Corporate Paralegal – In House
🏢 Leeds Professional Resources
Salary not disclosed
Miami, FL 2 days ago

Exciting opportunity to join a strong and growing company based here in Miami. This is an in-house role supporting the general counsel.


Responsibilities:

  • Support attorneys
  • Assist attorneys in preparation of a variety of commercial contracts, board materials, client communications and information requests
  • Manage corporate record
  • Assist attorneys in preparation of insurance applications
  • Provide ad hoc paralegal support
  • Adapt and adjust job responsibilities to accommodate changing priorities while managing multiple requirements and timelines.

Qualifications:

  • Bachelor’s degree a plus
  • 4+ years of paralegal experience
  • Capable of working independently but with ability to recognize when to seek guidance in complex situations
  • Ability to work in a fast past environment
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Corporate Paralegal- Financial Services
🏢 Leeds Professional Resources
Salary not disclosed
Miami, FL 2 days ago

This position is fully onsite in Brickell, FL. The ideal candidate will assist with corporate transactions, contract support and legal department operations.


Responsibilities:

  • Support attorneys
  • Assist with drafting, reviewing, and editing legal documents, including contracts, pleadings, and correspondence.
  • Provide ad hoc paralegal support
  • Coordinate and communicate with clients and other relevant parties in a professional manner.


Qualifications:

  • 5+ years of paralegal experience (transactional experience)
  • Capable of working independently but with ability to recognize when to seek guidance in complex situations
  • Ability to work in a fast past environment
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Account Services Specialist
🏢 Bradesco Bank
Salary not disclosed
Coral Gables, FL 5 days ago

Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.


Position Summary:   100% Onsite – Coral Gables, FL


The Account Services Specialist is responsible for supporting the operational and servicing needs of new and existing clients. This role involves processing account maintenance, handling inquiries, operating under dual control transaction batches onto the bank’s core, and ensuring compliance with internal procedures and regulatory requirements. 


Primary Responsibilities:


  • Process maintenance requests for new and existing clients, including updates to personal information, account titles, account types, and other service-related changes for both the bank and Pershing.
  • Assist clients at the teller line by processing cash transactions, deposits, cashier’s checks, and performing end-of-day balance.
  • Transaction batch processing.
  • Review and update W-8 forms to ensure proper tax certification and avoid withholding issues.
  • Support and coordinate the resolution of client inquiries and investigations.
  • Open and close Certificates of Deposit for both new and existing clients.
  • Investigate and resolve unposted items to ensure accurate account posting.
  • Analyze and respond to client service requests submitted via the 360 CRM system.
  • Perform signature verification for all client-submitted requests.
  • Complete Exception Item Processing (EIP), including handling NSF items, chargebacks, and reviewing incoming and outgoing return checks.
  • Scan and allocate client documents into the imaging system (Synergy).
  • Provide support for internal and external audits, as well as regulatory examinations.


Education and Experience:


  • Minimum of 2 years of experience in Banking Operations is preferred.
  • Knowledge of ACH processing, NACHA compliance rules, and handling exception/return items is preferred.


Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


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Compliance Analyst | Custody Project
🏢 Bradesco Bank
Salary not disclosed
Coral Gables, FL 1 week ago

Only Candidates with US Work Authorization will be considered.


Scope of Responsibilities:  


  • Assist in the design and rollout of a custody program in accordance with applicable regulations.
  • Support the drafting and maintenance of policies and procedures related to custody operations.
  • Conduct compliance monitoring and testing activities to identify potential risks and ensure adherence to regulatory requirements.
  • Collaborate with internal teams including Operations, Legal, Risk, and Technology to support custody-related initiatives.
  • Maintain records and assist in reporting obligations related to custody services.
  • Provide support in training staff on custody-related compliance topics.
  • Provide full support to the CCO, during internal and external audits and reviews from the regulatory agencies. 
  • Perform any other task as per the request of the CCO.


Experience: 

  • Strong foundation in broker-dealer compliance and custody regulations
  • Excellent written and verbal communications skills.
  • Be a self-starter, with a strong work ethic and the ability to both research and generate new approaches to problems.
  • Ability to multi-task and work under tight deadlines.
  • Well-organized.
  • Collaborative mindset
  • Analytical skills


Education: 


  • Associate degree in relevant field preferred; education may be substituted with extensive banking compliance experience and knowledge.
  • FINRA SIE
  • FINRA Series 7
  • FINRA Series 24 (or willingness to obtain)


Language: Spanish and English, Portuguese (not required, but a plus)


Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.


This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.

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Machine Learning Researcher
Salary not disclosed
Miami, FL 1 week ago

A highly sophisticated quantitative trading firm is seeking a Machine Learning Researcher to join a systematic equities research team focused on applying large scale language models to real world financial decision making.


The organization operates at the intersection of advanced machine learning and global markets, investing heavily in frontier AI research to develop models capable of reasoning over complex, noisy and dynamic datasets. Researchers in this group work closely with quantitative scientists and engineers to design systems that translate cutting edge research into measurable trading impact.


This role offers the opportunity to work on some of the most challenging problems in applied machine learning while operating in an environment where research quality and real world performance carry equal weight.


The Role

  • You will design and implement large scale training and evaluation pipelines for language models, spanning pre training, domain adaptation and post training optimization.
  • The work will involve exploring alignment and reinforcement learning techniques to adapt models for domain specific objectives, as well as investigating ways to improve reasoning, reliability and factual consistency in complex environments.
  • Researchers in this group also experiment with retrieval systems and embeddings to connect models with external knowledge sources and proprietary datasets. Alongside research work, you will collaborate with engineering teams to ensure that successful approaches can be deployed into production research workflows.


Key responsibilities include

  • Designing training and evaluation pipelines for large language models
  • Exploring alignment methods such as RLHF, DPO and related post training techniques
  • Improving model reasoning, robustness and factual accuracy in noisy datasets
  • Working with embeddings and retrieval systems to integrate external knowledge
  • Optimizing models for practical constraints including GPU efficiency, precision types and parallelization
  • Partnering with engineers and quantitative researchers to transition research into production systems


Experience

  • Strong background in machine learning, optimization or reinforcement learning
  • Deep understanding of transformer architectures and attention mechanisms
  • Experience working with post training techniques such as SFT, DPO or RLHF
  • Strong Python programming and experience with frameworks such as PyTorch or TensorFlow
  • Comfort working with large datasets and complex experimental pipelines
  • Strong analytical thinking and ability to translate research ideas into working prototypes
  • Experience in finance is not required. Intellectual curiosity about financial markets and decision systems is valued.


The Environment

  • The team operates within a research driven trading organization where engineers and scientists play a central role in generating competitive advantage. Significant investment is made in computing infrastructure, data acquisition and experimentation.
  • Researchers are given the freedom to explore new approaches while working alongside experienced quantitative professionals focused on deploying ideas that translate into real world performance.
  • Compensation and progression reflect the impact of your work and the technical depth you bring to the organization.
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Operations Process Analyst – Bank Operations
🏢 Bradesco Bank
Salary not disclosed
Coral Gables, FL 1 week ago

Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.


Job Summary: The Operations Business Analyst will play a critical role in supporting the successful implementation and ongoing optimization of the ServiceNow platform within the Operations team. This individual will act as the primary liaison between Operations stakeholders and the ServiceNow implementation team, ensuring that business requirements are accurately captured, workflows are designed to meet operational needs, and the platform delivers maximum value post-deployment.


Key Responsibilities


Implementation Phase


  • Conduct deep dives into operational and technical processes to understand current workflows.
  • Gather, document, and validate detailed business requirements.
  • Create and refine user stories for development teams.
  • Participate in design workshops and ensure alignment between business needs and technical solutions.
  • Support testing activities, including User Acceptance Testing (UAT), and assist in issue resolution during deployment.


Post-Implementation


  • Serve as the Operations team’s subject matter expert (SME) for ServiceNow.
  • Configure, build, and customize new workflows using ServiceNow Flow Designer and related tools.
  • Maintain and optimize existing workflows to improve efficiency and compliance.
  • Develop and maintain documentation for workflows, processes, and configurations.
  • Provide training and support to Operations personnel on ServiceNow functionality.
  • Monitor platform performance and usage, generating reports and dashboards for management.


Cross-Functional Collaboration


  • Act as the primary point of contact between Operations and ServiceNow technical teams.
  • Ensure smooth communication and coordination with other business units impacted by workflow changes.
  • Participate in governance activities to maintain platform standards and best practices.

 

Qualifications:


Education: Bachelor’s degree in Business Administration, Information Systems, or related field.


Experience:


  • 3+ years as a Business Analyst or similar role, preferably in Operations or Financial Services.
  • Hands-on experience with ServiceNow platform (ITSM, Workflow, or App Engine modules preferred).


Skills:


  • Strong analytical and problem-solving skills.
  • Excellent communication and stakeholder management abilities.
  • Familiarity with workflow automation and process improvement methodologies (Lean, Six Sigma).
  • Proficiency in ServiceNow configuration and workflow design.


Certifications (Preferred):


  • ServiceNow Certified System Administrator (CSA).
  • ServiceNow Certified Implementation Specialist (CIS) – App Engine or ITSM.


Languages: Portuguese and/or Spanish proficiency is considered a valuable asset.


Core Competencies:


  • Ability to translate business needs into technical requirements.
  • Strong documentation and process mapping skills.
  • Collaborative mindset with experience in Agile/Scrum environments.


Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


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Investor
🏢 Bradesco Bank
Salary not disclosed
Coral Gables, FL 1 week ago

Only candidates with US Work Authorization will be considered.


Description:


The advisor is a strategic professional who follows the company strategy and help the clients to set their portfolio according to their needs. Both strong commercial and technical skills are mandatory. The professional must utilize our investments intelligence to generate ideas and allow the clients to achieve their portfolio goals within their risk limitations. The investor should bring new ideas and participate in our Strategy Committees within the Investments department. The position demands a high knowledge in every main products, such as bonds, equities, mutual funds, structured notes, alternatives and more.

The advisor must establish a close relationship with new and existing high and ultra high net worth clients. The position will be allocated inside the Investments Solutions department and will report to the Head of Investors.


Main Duties:


  • Provide complete financial and investment guidance to clients.
  • Leverage deep knowledge of securities, regulations, and investment strategies to develop customized investment plans and strategies.
  • Understanding of clients needs and profile, recommending adequate investments products, and monitoring portfolios to ensure alignment with clients' financial goals and risk tolerance.
  • Be updated about market trends, economy and all institutional calls.
  • Provide advice and guidance on markets and actionable investments ideas.
  • Be adherent to all regulatory standards.
  • Be able to leverage information and relationships with internal partners.
  • Prepare proposals for clients and present investments products and ideas.
  • Execute trades in client accounts in accordance with client orders.
  • Manage under appropriate supervision the selected portfolios of clients.
  • Use commercial skills to expand clients base and AUC.
  • Identifying potencial areas of opportunity


Qualifications:


  • Series 7 and 66 (or 63 and 65) required
  • Fluency in Portuguese and English required
  • CFA, MBA degree or other advanced degree a plus
  • 5+ years of experience in advisor/investor/banker/investments
  • Initiative and self-driven


Bradesco Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


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HSEQ Professional
Salary not disclosed
Miami, Florida 1 week ago

Position Summary

Responsible for supporting the process of ensuring compliance with local, state, and federal safety and environmental regulatory operational requirements, environmental permit conditions, and project specific safety requirements for the Port Miami Tunnel. This role provides direct support to the Health, Safety, Environment and Quality (HSEQ) Manager with project-level monitoring, reporting and compliance related to the Quality Management Plan (QMP), Safety and Environmental programs, regulatory reporting, and training.

Primary Duties and Responsibilities

The HSEQ Professional will work in conjunction and support the HSEQ Manager in:

• Developing and implementing innovative HSEQ programs and strategies and in maintaining compliance to OSHA and environmental standards along with federal, state, and local regulations.

• Implementing the Port Miami Tunnel HSEQ initiatives, performing process and regulatory gap analysis, and in developing key performance indicators and metrics.

• The development and implementation of general safety policies, programs, procedures, delivering trainings and updating training matrices to maintain compliance.

• Conducting random HSEQ observations and process quality audits during regular operations and selected tunnel closures to ensure compliance with Local, State and Federal Safety and Environmental regulations and company, project, and site requirements.

• Assisting in the execution of site COVID-19 protocols.

• Performing and/or coordinating regulated, scheduled and unscheduled Environment, Health and Safety inspections including, but not limited to: hazardous waste areas, satellite waste areas, safety showers and eyewashes, fire extinguishers, fire suppression system, fall protection equipment, confined spaces, powered industrial trucks, etc.

• Setting requirements for the management of the site's hazardous, non-hazardous and universal waste in accordance with federal and state regulations.

• Actively participating as a member of the site Safety Committee, the Hurricane Emergency Response (HER) Team and the Florida Life Safety Committee (FLSC).

• Improving the new employee orientation programs and contractor safety inductions in collaboration with the closure supervisor.

• Collaborating with Operations and Maintenance teams to effectively implement assignments, as well as to monitor Contractor's Safety and Health Programs, Job Hazard Analysis, and Project specific Safety and Quality Plans.

• Supporting the implementation of corporate programs at the project site.

• Implementing and coaching others in conducting Job Safety Analysis (JSA), safety meetings, safety stand-downs and lessons learned reviews.

• Supporting the facilitation of crucial conversations with operations and HSEQ leaders when deficiencies are not appropriately corrected. Ensure jobsite observations are documented in the company-specified safety management system.

• Assisting in the investigation and analysis of good catches, close calls/near misses, and incidents.

• Collaborating with the Port Miami Tunnel team to determine root causes, contributing factors, and developing and communicating lessons learned through incident reports and safety meetings.

• Providing subject matter expert support under the direction of the HSEQ Manager to Operations and Maintenance.

• Providing emergency care evaluation and first aid, when required, ensure injured worker is medically evaluated and treated (if needed), facilitating the coordination of post incident drug and alcohol testing, and assisting the HSEQ Manager in overseeing return to work and restricted duty programs.

• Collaborating with planning/procurement in the specification of appropriate PPE and first aid supplies.

• Monitoring site performance to ensuring compliance and sustainability of the site's Quality Management Systems.

• Assisting in interpreting laboratory sampling results and preparing regulatory reports.

• Coordinating and implementing QC standards, policies, process standards, initiatives, performing scheduled internal/external audits, quality reviews and approvals to ensure the application of QHSE standards and ensuring the documents are accurate and consistent.

• Implementing sustainable corrective actions/preventive actions (CAPAs) and in verification of effectiveness and sustainability.

• Ensuring the continuous improvement to quality and safety processes, policies and systems and participates in the development and implementation of short- and long-term site continuous improvement HSESQ strategic plans.

• Performing other tasks and duties, as required and assigned by the HSEQ Manager and other Project Management.

Knowledge, Skills & Abilities

Knowledge

• Maintain a working knowledge of all relevant federal, state/provincial, local, company, and client HSEQ standards.

• Must be knowledgeable of general industry OSHA 29 CFR 1910, 40 CFR and 49 CFR requirements with subject matter expertise in the following: Fall protection, Control of Hazardous Energy, Power Industrial Trucks, Electrical Safety, Machine guard, Confined Spaces, Personal Protective Equipment, Fire Prevention, Spill response, Respiratory Protection, Air quality instrumentation.

• Must be knowledgeable on environmental requirements for: Environmental permitting, Industrial waste, storm water, air pollution controls, above ground tanks, hazardous waste management, HAZWOPER.

• Must be familiar with CDC guidelines for COVID-19 prevention.

Communication

• Excellent written and verbal communication skills, time management, and organizational skills. Familiarity with Microsoft Word, Excel, and PowerPoint.

• Must have good presentation skills with the ability to communicate appropriately and effectively, both verbally and in writing, to different types of audiences at all organizational levels, such as field employees, managers, executives, and clients.

• Must be able to collaborate effectively and build strong working relationships with the client and at all levels of the organization

Skills and Abilities

• Ability to recognize hazards inherent in routine and non-routine tasks and make all necessary adjustments to avoid loss, injury, or accident, stopping the work when necessary to mitigate risk and ensure HSEQ compliance.

• Ability to take ownership of work responsibilities, maintain highest levels of confidentiality, be flexible, adaptable, and work independently with minimal supervision while meeting assigned deadlines.

• Ability to read, write and comprehend documents such as safety rules, operating and maintenance instructions, and procedural manuals to comply with contractual requirements.

• Must be able to collaborate, troubleshoot, and problem solve with site personnel and contractors.

• Must be able to bridge gaps that may develop between corporate HSEQ expectations and the project.

• High level of attention to detail and ability to manage and organize multiple priorities while maintaining a positive, customer service focus. The customers range from the boots on the ground workers to operational and client leaders.

Education and Experience

• Bachelor's Degree in occupational safety and Health, Engineering, or related field (Required).

• A minimum of 5 years' work experience and technical expertise in a Health, Safety, Environmental Compliance and at least three (3) years' experience with Quality Control Management Systems/ Quality Assurance.

• Hazwoper certification (required).

• Experience in conducting audits and in the management of the internal audit processes.

• Must obtain the following within three to six (3-6) months of hire: OSHA 10-hour, Temporary Traffic Control (TTC) certification, National Incident Management System (NIMS) training.

• Certified Safety Professional (CSP), OSHA 10-hour instructor (Desired).

• Work efficiently with Microsoft Applications.

• Valid Driver's License with good driving record.

Work Conditions/ Physical Demands

Work Environment:

• Exposure to live traffic when responding to occupational safety incidents.

• Frequent exposure to: vehicle exhaust fumes, airborne particles, high noise level, outdoor conditions such as extreme heat, cold, wet, humid weather, insects, reptiles and rodents.

Physical Demands:

• Requires the ability to walk extensively, climb stairs, and ladders or scaffolds/platforms throughout diverse work environments as required by business demands.

• Must be able to stand, sit, walk on a wide range of surfaces, use hands, fingers, handle, physically feel, reach with hands and arms, climb, balance, stoop, kneel, crouch, or crawl, and clearly speak and hear.

• Must be able to respond to emergencies, including after hours, evenings, weekends, and holidays.

• Required to wear Personal Protective Equipment (PPE) appropriate to the job.

• Must be able to lift 50lbs or less.

Webber and its companies (e.g. Webber, LLC, Webber Waterworks, LLC, Webber Infrastructure Management, Inc., Ferrovial Webber Energy, LLC) provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, gender, national origin, age, disability, or status as a Vietnam Era or special disabled veteran in accordance with applicable federal and state laws. Webber complies with applicable local, state and federal laws governing nondiscrimination in employment at each location the Company operates. This policy applies to all terms and conditions of employment, including, but not limited to: hiring, placement, promotion, termination, leaves of absence, compensation, and training.

Not Specified
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Mergers and Acquisitions Analyst
Salary not disclosed
Miami, Florida 1 week ago

About the job

We are working with a market leading company who are seeking to hire a Law graduate with a background in M&A in Miami. This position is a great opportunity to join a growing company and gain exposure to all facets of the M&A industry including Insurance.

Responsibilities include:

  • Support M&A transactions by coordinating closing actions and preparing key documents, including closing checklists, certificates, and memoranda.
  • Draft and review legal documents.
  • Due diligence support. Collecting, organizing, and reviewing corporate documents, contracts, and other materials from target companies.
  • Draft and edit ancillary documents (NDAs, consents, officer certificates, closing checklists, etc.) under attorney supervision.

About you:

Industry experience is preferable. A background or education in M&A/Corporate Law is desirable.

  • Excellent communication skills
  • Strong analytical abilities
  • Team-oriented mindset
  • Creative, flexible, and solution-driven
  • Self-starters who are intellectually curious
  • Have the ability to manage multiple workstreams in a fast-paced environment

For more information on this role, please contact:

Not Specified
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Financial Aid Processor — Entry Level
Salary not disclosed
Hialeah, Florida 1 week ago

Med College is seeking a detail-oriented Financial Aid Processor to support students through the financial aid process at our Hialeah campus. This entry-level position is ideal for candidates interested in higher education administration or student services. Training is provided.

Responsibilities
  • Process financial aid applications and documentation
  • Assist with eligibility verification and recordkeeping
  • Answer student financial aid questions
  • Maintain accurate data entry and compliance standards
  • Provide professional customer service
Qualifications
  • Administrative or customer service experience preferred
  • Strong organizational and communication skills
  • Basic computer proficiency required
  • Willingness to learn financial aid regulations (training provided)
  • Join a team dedicated to helping students build successful healthcare careers.
Not Specified
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Financial Tips Evaluator (Remote)
$29 per hour - monthly

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.
temporary
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Loan Consultant
Salary not disclosed
Miami, Florida 1 week ago

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

Not Specified
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Bilingual Loan Sales Specialist - North Miami
🏢 OneMain Financial
Salary not disclosed
Miami, Florida 1 week ago

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

Not Specified
View & Apply
Bilingual Loan Sales Specialist
🏢 OneMain Financial
Salary not disclosed
Miami, Florida 1 week ago

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

Not Specified
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