Job Details

Financial Consultant Administrative Support

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.