Welcome page Returning Candidate? Log In Here Financial Consultant Associate Location US-CA-Walnut Job ID 2024-11184 Category Wealth Management Position Type Full-Time Introduction

Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, 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 an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and 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.

Responsibilities Answering general queries by telephone, email or in personOrganize and accurately maintains filing Help support Financial Consultant’s daily operations functions / misc. projectsManage 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. Qualifications 2 years administrative support experience; College degree a plusFluency in English and Chinese (Mandarin and/or Cantonese) a mustGreat Computer skillsProficient with Microsoft Office PackageExcellent verbal and written communication skillsDetailed orientedStrong organizational skills and must be able to prioritize work with deadlinesAbility to obtain Series 7 and 63 within 6 months. Compensation The base pay range for this position is USD $20.00/Hr. - USD $25.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. Options Apply for this job onlineApplyShareEmail this job to a friendRefer <p style="margin: 0px;"><span style="color: #54585a;">Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.</span></p> Share on your newsfeed

East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law. Application FAQs

Software Powered by iCIMS
www.icims.com