Robert Half · 3 hours ago
Operations Manager
Miami, FL
Full-time
Onsite
Mid Level
$100K/yr - $130K/yrRobert Half is seeking a dedicated Operational & Compliance Manager to join their client's team in Miami, Florida. The role involves managing high-net-worth client accounts, ensuring seamless financial operations, and delivering exceptional service, while adhering to compliance standards.
ConsultingHuman ResourcesRecruitingSecurity
Hiring Manager
Janet Silva (Garcia)
Responsibilities
Oversee and manage client accounts, ensuring accuracy and timeliness in all transactions
Process money movements, including credit card transfers and account transactions, with precision
Facilitate the setup and management of new client accounts while adhering to compliance standards
Handle password resets and maintain secure access for client accounts
Prepare and verify documentation, ensuring all reporting aligns with regulatory compliance
Act as a liaison between clients and legal or financial teams, ensuring effective communication
Provide support for estate and trust-related matters, offering tailored solutions
Maintain strong relationships with high-net-worth clients by addressing their unique needs and concerns
Collaborate with internal teams to enhance service delivery and operational efficiency
Ensure compliance and manage W-8 forms processes
Expense and Regulatory coordination
Oversee and track trade blotter and ensure proper archiving
Qualification
Required
Series 7 and 66 licenses
Proficiency with Microsoft Office
Strong organizational and communication skills
Strong ability to multitask
Comfort working with multiple groups within business
Company
Robert Half
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Founded in 1948
10001+ employees
H1B Sponsorship
Robert Half has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (31)
2022 (32)
2021 (18)
2020 (22)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Keith Waddell
President and CEO
Paul Gentzkow
President and Chief Executive Officer, Talent Solutions
Recent News
EIN Presswire
2025-04-14
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