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.
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.May perform other duties as assigned
Qualifications
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 deadlinesEast West Bank is an Equal Opportunity EmployerApplicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
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.
Job SummaryJob ID: Category: Wealth ManagementPosition Type: Full-Time
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.
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.May perform other duties as assigned
Qualifications
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 deadlinesEast West Bank is an Equal Opportunity EmployerApplicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
Compensation
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.
Job SummaryJob ID: Category: Wealth ManagementPosition Type: Full-Time
Financial Consultant Associate in arcadia at Unknown Company
This position is listed as full time and onsite.