Assistant to Financial Advisor

Cathay Bank • Arcadia, CA

87d • $20 - $25

About The Position

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.

Requirements

• 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.

Responsibilities

• 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.

Benefits

• 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
• 401(k)

What This Job Offers

• Education Level: Bachelor's degree