Cathay Bank · 12 hours ago
Assistant to Financial Advisor
Millbrae, CA
Full-time
Onsite
Entry Level
$21.63/hr - $25/hr
2+ years expCathay Bank is a reputable financial institution that values its team members as its most valuable asset. The role involves providing administrative support to a Financial Advisor, including managing calendars, coordinating activities, and assisting in customer service and marketing efforts.
BankingFinanceFinancial Services
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
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
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
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.
1001-5000 employees
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)
Funding
Current Stage
Late StageLeadership Team
A
Albert Wang
EVP & Deputy CFO
Recent News
Morningstar.com
2025-11-10
The Real Deal
2025-10-26
Company data provided by crunchbase