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Cathay Bank · 3 months ago

Assistant to Financial Advisor

Arcadia, CA, USA

Full-time

Onsite

Entry Level

$21.64/hr - $25/hr

2+ years exp

Cathay Bank is a financial institution that values its team members and fosters a caring culture. They are seeking an Assistant to the Financial Advisor to provide administrative, operational, and customer service support, manage schedules, and assist in marketing activities.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible

Manage Financial Advisor’s calendar and schedule appointments

Arrange customer seminars and branch employee training

Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions

Prepare requested reports

Process documents, open client account, and upload to Smartworks Docupace

Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database

Establish and maintain customer files

Help Financial Advisor prepare for auditing

Qualification

Microsoft OfficeCommunication skillsOrganizational skillsCustomer service skillsPresentation skills

Required

2-5 years of applicable administrative experience required

Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player

Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills

Preferred

College degree with business classes preferred but not mandatory

Benefits

Coverage for medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

Flexible spending accounts (FSAs)

Health saving account (HSA) with company contributions

Voluntary coverages

401(k)

Company

Cathay Bank

Glassdoor3.1

Cathay Bank is a financial services company originally founded to support Los Angeles’ growing Chinese American community. It is a sub-organization of Cathay General Bancorp.

Founded in 1962

El Monte, California, USA

1001-5000 employees

https://www.cathaybank.com/

H1B Sponsorship

Cathay Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)