City National Bank of Florida

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Temporary Worker - Documentation Migration

Posted Date 2 months ago(12/3/2025 4:55 PM)
Job ID
2025-5743
Category
Wealth Management
Type
Full-Time
Workplace policy
Hybrid

Overview

 

Temporary Document Migration - Wealth Management Department

 

Location: Coral Gables, FL

 

Type: Temporary - 3 Months

 

About the Role:
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.

 

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.

Qualifications

  • 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.

Education

  • High School Diploma or equivalent (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.

Special Instructions to Candidates

City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at 305-577-7207 or by email at talent.attraction@citynational.com.

 

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