Temporary Worker - Documentation Migration
City National Bank of Florida•Coral Gables, FL
66d•Onsite
About The Position
Join our Wealth Management team and play a key role in our digital transformation! We’re seeking a detail-oriented professional to assist with migrating and digitizing critical financial documents. This is an excellent opportunity to gain exposure to wealth management operations while contributing to a high-impact project.
Requirements
- Strong attention to detail and organizational skills.
- Basic knowledge of document management systems and scanning tools.
- Ability to handle sensitive information with discretion.
- Comfortable working independently and meeting deadlines.
Nice To Haves
- Associate’s degree or coursework in Business/Finance is a plus.
- An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
Responsibilities
- Digitize and organize financial documents accurately.
- Migrate files securely into digital systems.
- Maintain confidentiality and compliance throughout the process.
- Ensure proper indexing for easy retrieval and future use.
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
