Financial Consultant Associate
East West Bank
Job Description
Job Description
Overview
To 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.
- May perform other duties as assigned
Qualifications
- 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
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.
Vacancy posted 5 days ago
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