Financial Consultant Associate
Financial Consultant Administrative SupportTo perform administrative duties and provide support to the Financial Consultant of Wealth Management.Responsibilities include:Answering general queries by telephone, email or in personOrganize and accurately maintains filingHelp 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.May perform other duties as assignedQualifications include:2 years administrative support experience; College degree a plusProfessional working proficiency in Mandarin and or Cantonese is a plus.Great 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.East West Bank is an Equal Opportunity Employer. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.The base pay range for this position is USD $20.00/Hr. - USD $26.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.