Financial Consultant Associate

Overview

To 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)
• Aid 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
• Adhere to bank policies, regulatory agency guidelines and CE requirements
• May perform other duties as assigned

Qualifications

• 2 years administrative support experience
• College degree a plus
• Professional working proficiency in Mandarin and or Cantonese is a plus
• Great Computer skills
• Proficient with Microsoft Office Package
• Excellent verbal and written communication skills
• Detailed oriented
• Strong organizational skills and must be able to prioritize work with deadlines
• Ability to obtain Series 7 and 63 within 6 months

Pay

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.