Senior Financial Consultant Associate
$20 - $31 per hourEast West Bancorp
Financial Consultant Associate
We are seeking a Financial Consultant Associate. The Financial Consultant Associate will perform administrative duties and provide support to the Financial Consultant of Wealth Management.
Responsibilities
- 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.
- Perform other duties as assigned
Qualifications
- Bachelor's degree in Finance, Economics, or other related field of study or equivalent work experience
- 3+ years' experience in administrative support experience
- Strong financial acumen and ability to understand business needs
- Solid written, communication, and interpersonal skills, including presentation skills
- Strong attention to detail and organizational skills, able to prioritize work with deadlines
- Proficiency in Microsoft Office (Excel, PowerPoint, Word)
- 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 $31.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
East West BancorpVacancy posted 2 days ago
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