Assistant to Financial Advisor

Cathay Bank; San Gabriel (CA); On-site; USD 27,552 - 29,797; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company contributions

Job summary

Cathay Bank in San Gabriel is looking for an Assist Financial Advisor to support Financial Advisors with administrative tasks. You will manage calendars, process documents, arrange customer seminars, and assist in marketing activities.

Ideal candidates have 2-5 years of administrative experience and strong organizational skills. This position offers competitive hourly pay and a comprehensive benefits package including medical, dental, and 401(k).

Qualifications

• 2-5 years of applicable administrative experience required.
• Ability to work successfully both independently and as a team player.

Responsibilities

• Assist Financial Advisor with administrative tasks.
• Manage Financial Advisor's calendar and schedule appointments.
• Provide customer service support to clients.

Skills

Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)

Strong communication skills

Excellent organizational skills

Detail-oriented

Customer service skills

Education

College degree with business classes preferred

Job description

General Summary

Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor’s calendar, and other projects as assigned. Act as a liaison between the client, Financial Advisor, and back office.

Essential Functions

• Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible.
• Manage Financial Advisor’s calendar and schedule appointments.
• Arrange customer seminars and branch employee training.
• Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions.
• Prepare requested reports.
• Process documents, open client account, and upload to Smartworks Docupace.
• Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database.
• Establish and maintain customer files.
• Help Financial Advisor prepare for auditing.

Qualifications

• Education: College degree with business classes preferred but not mandatory.
• Experience: 2-5 years of applicable administrative experience required.
• Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player. Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills.

Other Details

• Without License: $20.00 – $21.63 / hour
• With License: $21.63 – $25.00 / hour
• Pay determined based on job-related knowledge, skills, experience, and location.
• This position may be eligible for incentive compensation.

Benefits and Compliance

Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It includes medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our California Job Applicant Privacy Policy.

Equal Opportunity

Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

Cathay Bank also provides information about accessibility. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact our Employee Relations Manager with the provided details.