2023 Wealth Management Operations Analyst - Miami

Jefferies, the global investment banking firm, has served companies and investors for over 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as wealth management. The firm provides research and execution services in equity, fixed income, foreign exchange, futures and commodities markets, and a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Recent Awards and Acknowledgements

• One of the World’s Most Admired Companies - Fortune Magazine
• Most Innovative Investment Bank for Growth Companies - The Banker
• One of the 100 Best Companies to Work For - The Sunday Times of London
• Best Place to Work of the Decade in the Global Financial Markets - Here Is The City

Group Description

Jefferies Wealth Management International provides a full suite of world-class open architecture financial services to high-net-worth individuals and their families, as well as institutions and family offices.  Focusing on long-term preservation and growth of capital, Jefferies Wealth Management International professionals seek to provide the critical thinking and acumen needed to address the full range of significant financial events impacting our clients. Wealth Management's core services include:

• Investment Advisory Services 
• Financial Planning 
• Family Offices & Institutional Consulting 
• Executive Services 
• Lending 

Wealth Management leverages the power of Jefferies’ internal capabilities as well as third-party service providers. As our private wealth clients have broad-based needs, Wealth Management works closely with and touches virtually all parts of Jefferies.

Primary Responsibilities

• Assist Wealth Management Sales Teams and Business Management in various phases of financial services. Maintain best practices standards, excellent client satisfaction and actively assist in the wealth management business growth of a high-performing international unit.
• General Administrative and Operational tasks including Expense Management
• Clerical duties such as Handling telephones, Mail, Filing, Data Entry and Processing Documentation
• Ability to Prepare Presentations
• Ability to Multi-task and work in fast paced, high-pressure, deadline-oriented service environment
• Acquire knowledge of products and services to support sales teams with front end tasks
• Research and respond to sales teams regarding client inquiries
• Capable of Developing and Maintaining strong relationships with internal client base
• Special Projects assigned by Business Management
• Firm requirements for licensing and continuing education for registered persons
• Acquire basic knowledge of Fidessa (trading), Pershing (workstation) and Addepar (performance reporting) to serve as back up for sales teams

 Desired Background & Skills

• Strong oral and written communication skills
• Strong client rapport-building skills
• Strong computer skills - Advanced Word, Excel, PowerPoint and Internet search engine proficiency
• Fluently Bilingual: English and Spanish (preferred) or English and Portuguese or English and Spanish and Portuguese.

Licensing Requirement

• SIE – Securities Industry Essentials Examination
• Series 7 General Securities Representative Exam
• Series 66 Uniform Combined State Law/ Investment

Jefferies’ COVID-19 Policy – US

The salary range for this role is $60,000 - $75,000