Financial Consultant Associate
About The Position
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 .
Requirements
- 2 years administrative support experience
- 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.
- Applicants must have legal authorization to work in the United States.
- We do not offer visa sponsorship at this time.
Nice To Haves
- College degree a plus
- Professional working proficiency in Mandarin and or Cantonese is a plus.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
