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East West Bank · 11 hours ago

Financial Consultant Associate

New York, NY

Full-time

Onsite

Entry Level

$20/hr - $26/hr

2+ years exp

East West Bank is a premier financial bridge between the East and West, serving clients since 1973. The Financial Consultant Associate will perform administrative duties and provide support to the Financial Consultant of Wealth Management, ensuring smooth daily operations and assisting in client-related tasks.

BankingFinanceFinancial Services

Comp. & Benefits

No H1B

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 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

Qualification

Administrative support experienceMicrosoft Office PackageMandarin proficiencyCantonese proficiencyPrioritizeObtain Series 7Verbal communication skillsWritten communication skillsDetail orientedOrganizational skills