Job Title: Bilingual Finance Associate We are seeking a highly skilled and motivated Bilingual Finance Associate to join our team. The successful candidate will have excellent communication skills, both written and verbal, and be able to work effectively in a fast-paced environment. The primary responsibilities of this role include: - Providing operations support to Financial Institutions and Financial Advisors by reviewing account opening documentation for compliance with regulatory guidelines. - Maintaining and responding to custodian requirements for account opening and translating information in a clear manner to advisors. - Sets up clients in internal systems platforms for reporting purposes. - Reviews systems data for reconciliation purposes. - Inputs billing templates in the system. - Creates, reviews, and distributes invoices for Advisory Fees. - Downloads reports from custodians on a monthly/quarterly/yearly basis for purposes of data records keeping such as balances/holdings/billing. - Supports general inquiries from clients. - Ongoing training and information sharing with clients. - Prepares, verifies, and processes wire transfer forms for domestic and international fund movements. - Ensures accurate input of beneficiary information and banking details in compliance with internal controls. - Receives, reviews, and validates incoming fund transfer forms and related documents. - Identifies and corrects data entry errors, incomplete fields, or discrepancies in client-submitted forms. - Tracks status of documents and follows up with stakeholders as needed to ensure timely completion - Checks and validates client names, account numbers, and fund instructions to prevent errors or delays. - Records, routes, and archives all correspondence with FIs and FAs in accordance with documentation protocols. - Forwards relevant communication to appropriate teams. To be considered for this position, candidates must possess: - A Bachelor's degree in business administration, finance or a related field (preferred). - A minimum of 1 year to maximum of 3 years of experience in Broker Dealer firms (required). - Excellent attention to detail, self-started, and driven. - Strong organizational and time management skills and ability to prioritize. - Customer service attitude, team player, and proactive. - Ability to work under pressure and time-bound projects. - Excellent communication skills, both written and verbal. - Knowledge in the operation of laptops/desktops and Microsoft platforms/software (Word, Excel, PowerPoint, and Outlook). This is an exciting opportunity for individuals who enjoy working in a dynamic environment and contributing to the success of our organization. If you meet the qualifications outlined above and are looking for a challenging role that aligns with your career goals, we encourage you to apply for this position today.