Financial Consultant Associate

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

Job summary

East West Bank in Torrance, California is seeking an Administrative Support professional for the Wealth Management Financial Consultant. The role involves organizing filing, managing calendars, assisting with client paperwork, and supporting daily operations. Applicants should have strong organizational skills and the ability to prioritize tasks effectively.

The position requires 2 years of experience and proficiency in Microsoft Office. Compensation ranges from $20.00 to $26.00 per hour based on qualifications.

Qualifications

• 2 years administrative support experience; College degree is a plus.
• Professional working proficiency in Mandarin and/or Cantonese is a plus.
• Proficiency in Microsoft Office is required.
• Excellent verbal and written communication skills are essential.
• Must demonstrate strong organizational skills and attention to detail.

Responsibilities

• Answer general queries by telephone, email, or in person.
• Organize and maintain filing accurately.
• Support Financial Consultant's daily operations functions.
• Manage Financial Consultant's calendar and travel arrangements.
• Assist with client paperwork and compile information for reports.
• Help create and maintain business plans for revenue growth.
• Adhere to bank policies and regulatory guidelines.

Skills

Administrative support experience

Professional working proficiency in Mandarin and or Cantonese

Great Computer skills

Proficient with Microsoft Office Package

Excellent verbal and written communication skills

Detailed oriented

Strong organizational skills

Ability to prioritize work with deadlines

Ability to obtain Series 7 and 63

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.