Financial Consultant Associate

$20 - $26 per hour

East West Bancorp

Irvine, CA

Financial Consultant Administrative Support

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

Responsibilities include:

Answering general queries by telephone, email or in person
Organize and accurately maintains filing
Help support Financial Consultant's daily operations functions / misc. projects
Manage Financial Consultant's calendar (scheduling, rescheduling, travel arrangements)
Assist Financial Consultant with client paperwork's, compiling information for reports, printing and scanning documents.
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.
Adheres to bank policies, regulatory agency guidelines and CE requirements.
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.

East West Bancorp

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Vacancy posted 10 days ago

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