Job Description

Financial Consultant Administrative Support

To perform administrative duties and provide support to the Financial Consultant of Wealth Management.

Responsibilities include:

1. Answering general queries by telephone, email or in person
2. Organize and accurately maintains filing
3. Help support Financial Consultant's daily operations functions / misc. projects
4. Manage Financial Consultant's calendar (scheduling, rescheduling, travel arrangements)
5. Assist Financial Consultant with client paperwork's, compiling information for reports, printing and scanning documents.
6. Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients. Manage the pre-call planning process and post-meeting debriefs.
7. Adheres to bank policies, regulatory agency guidelines and CE requirements.
8. May perform other duties as assigned

Qualifications include:

• 2 years administrative support experience; College degree a plus
• Professional working proficiency in Mandarin and or Cantonese is a plus.
• Great Computer skills
• Proficient with Microsoft Office Package
• Excellent verbal and written communication skills
• Detailed oriented
• Strong organizational skills and must be able to prioritize work with deadlines
• Ability to obtain Series 7 and 63 within 6 months.

East West Bank is an Equal Opportunity Employer. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

The base pay range for this position is USD $20.00/Hr. - USD $26.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Job Tags

Similar Jobs