Operation Assistant (Bilingual in Chinese) – GlobalLink Securities
TransGlobal•Pasadena, CA
•$23 - $28
About The Position
This position is with Global Link Securities, an affiliated company of TransGlobal. Global Link is responsible for the day-to-day operations of this role.
Requirements
- Bachelor degree in Business, Economic or Finance. Master's degree is preferred.
- Will sponsor SIE and Series 7 and Series 63 Exams.
- Must speak in Chinese and English fluently.
- Candidates must be legally authorized to work in the U.S. without sponsorship.
Responsibilities
- Assisted customers and performed daily back-office activities including open and maintain client accounts, funds transfers, account statement and reports and ACATS
- Assist to make order for unsolicited trades for equities, options, mutual funds, fixed income products.
- Basic research and analyze investment products to customer including mutual funds, stocks, ETF and other securities products.
- Support and assist firm's independent registered representatives across 25 states in USA and overseas.
- Use Excel, TWS, Orbis Trader, Broker Insight, Adminx, and Beta to perform the aforementioned job duties.
Benefits
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Job Search Resources
Similar Operation Assistant (Bilingual in Chinese) – GlobalLink Securities job opportunities
Explore More Jobs
