Financial Consultant Associate

East West Bank; Irvine (CA); On-site; USD 27,552 - 35,817; Full time

Job summary

East West Bank is looking for an Administrative Support professional in Irvine, California. You will perform administrative duties and support the Financial Consultant in Wealth Management, including managing schedules, answering queries, and assisting with client documentation.

The ideal candidate has at least 2 years of administrative support experience with a college degree. Proficiency in Mandarin or Cantonese is preferred. The position offers a base pay range of USD $20.00/Hr. - USD $26.00/Hr.

Qualifications

• 2 years administrative support experience required; college degree preferred.
• Professional working proficiency in Mandarin and or Cantonese is a plus.
• Excellent verbal and written communication skills are essential.
• Strong organizational skills with the ability to prioritize workloads and deadlines.

Responsibilities

• Answering general queries by telephone, email or in person.
• Help support Financial Consultant’s daily operations and projects.
• Manage Financial Consultant’s calendar and travel arrangements.
• Assist with client paperwork and information compilation.

Skills

Administrative support experience

Professional proficiency in Mandarin or Cantonese

Computer skills

Microsoft Office Package

Communication skills

Attention to detail

Organizational skills

Ability to prioritize work

Education

College degree

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
• 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.

Compensation

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.