Wealth Management Firm Miami FL

Commission Based Accounting Clerk

Position Summary

Peak-options Private Wealth Management is seeking a self-motivated individual with a passion for digital asset who will be a key player in the financial department. A Commission Based Payment Manager taking the lead on integrating and managing the use of cryptocurrencies as form of payment within the company.

Their tasks also include enabling the conversion of fiat currency into cryptocurrencies, and vice versa, in response to business needs and financial guidelines.

Responsibilities:

Develop and implement a comprehensive strategy for managing payment solutions in a cryptocurrency environment.
Oversee the setup, verification, and management of both business and personal accounts linked directly to cryptocurrency exchange platforms.
Coordinate transfers and other financial transactions between these accounts and the cryptocurrency exchanges, ensuring smooth, secure, and timely operations.
Facilitate the conversion of fiat currency into cryptocurrencies, and vice versa, in accordance with the business needs and financial guidelines.
Develop and maintain relationships with cryptocurrency exchanges, financial institutions, and other key partners to optimize our payment processes.
Lead customer service efforts related to payments and transactions, resolving any issues promptly and professionally to maintain high customer satisfaction.
Drive innovation in our payment processes by exploring and implementing new cryptocurrency technologies and solutions.
Provide regular updates to senior management on the status of our cryptocurrency activities, including any challenges or opportunities identified.

Prior Experience:

Analytical thinker that can work independently in a fast-paced environment
Demonstrated knowledge of account setup, verification, and management, both for business and personal purposes.
Track record of coordinating financial transactions between various accounts.
Successful management of customer service efforts, showing ability to resolve conflicts and ensure customer satisfaction.
Track record of providing detailed reports and updates to senior management about the status, challenges, and opportunities whilst working.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Wealth Management

is a process, and for it to be performed correctly, they are certain steps we do not take lightly:

IC

Investment Consulting

Our years of expert industry experience allow us to develop plans that are highly personalized and coordinated to your unique portfolio.

AP

Advanced Planning

Going beyond investment consulting is how we create a financial future that satisfies you for the long term. This step addresses primary concerns, such as wealth enhancement, wealth transfer, wealth protection, and charitable giving.

RM

Relationship Management

Creating lasting, long-term relationships with clients is our main priority. As a boutique financial service, we focus our attention on the few clients we work with. Our consultative process is important to us - it gives us the chance to get to know you. We coordinate with your professional services team, including tax, legal, and other advisors to ensure true collaboration.

Using the wealth management formula, we provide comprehensive services that range from investment strategy, family, and philanthropic planning to concierge services and money management, and are woven together to build financial prosperity and peace of mind.