We are seeking a Financial Consultant Associate. The Financial Consultant Associate will perform administrative duties and provide support to the Financial Consultant of Wealth Management. 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 Consultan... more details
Senior Financial Consultant Associate
LocationUS-CA-Rowland Heights
Job ID
2024-11119
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 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 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
We are seeking a Financial Consultant Associate. The Financial Consultant Associate will perform administrative duties and provide support to the Financial Consultant of Wealth Management.
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
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.
Perform other duties as assigned
Qualifications
Bachelor’s degree in Finance, Economics, or other related field of study or equivalent work experience
1+ years’ experience in administrative support experience
Strong financial acumen and ability to understand business needs
Solid written, communication, and interpersonal skills, including presentation skills
Strong attention to detail and organizational skills, able to prioritize work with deadlines
Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Compensation
The base pay range for this position is USD $24.00/Hr. - USD $30.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
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.
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