Financial Consultant Associate

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

Job summary

East West Bank in Irvine, California, is seeking an Administrative Support for the Financial Consultant within Wealth Management. This role includes maintaining filing, managing schedules, assisting with client paperwork, and more. Ideal candidates should have at least 2 years of administrative experience and proficiency in Microsoft Office. Proficiency in Mandarin and/or Cantonese is a plus. The position offers a pay range from $20.00 to $26.00 per hour, based on experience and skills.

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.
• Detail oriented.
• Strong organizational skills and must be able to prioritize work with deadlines.
• Ability to obtain Series 7 and 63 within 6 months.

Responsibilities

• Answering general queries by telephone, email or in person.
• Organize and accurately maintain filing.
• Help support Financial Consultant’s daily operations functions.
• Manage Financial Consultant’s calendar and travel arrangements.
• Assist with client paperwork and compiling information for reports.
• Help assist the Financial Consultant to create, maintain, and implement business plans.
• Adhesion to bank policies and regulatory agency guidelines.
• May perform other duties as assigned.

Skills

Administrative support experience

Professional proficiency in Mandarin and/or Cantonese

Computer skills

Microsoft Office proficiency

Verbal and written communication skills

Detail oriented

Organizational skills

Ability to prioritize work

Education

2 years administrative support experience

College degree

Job description

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi‑cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top‑performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

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 maintain 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, 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
• Adhesion 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
• Detail 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.