Chinese-Speaking RIA Operations Assistant
TransGlobal/Transpacific Financial Inc 美國泛宇•Monrovia, CA
457d•$51,584 - $51,584
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About The Position
The Chinese-Speaking RIA Operations Assistant at TransGlobal/Transpacific Financial Inc. is an entry-level position focused on supporting the operations of a financial advisory firm. The role involves managing client data, communicating with clients, organizing cases, and assisting with account management. This position offers the opportunity to work closely with the Chief Investment Officer and gain insights into wealth management for high-net-worth clients.
