Assistant to Financial Advisor

GENERAL SUMMARY

Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor.

Assist in the coordination of activities, travel arrangements, scheduling conferences / meetings, managing Financial Advisor’s calendar, and other projects as assigned.

Act as a liaison between the client, Financial Advisor, and back office.

ESSENTIAL FUNCTIONS

• 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.

QUALIFICATIONS

• Education : College degree with business classes preferred but not mandatory.
• Experience : 2-5 years of applicable administrative experience required.
• Skills / Ability : 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.

OTHER DETAILS

$20.00 $21.63 / hour without license(s)

$22.00 $26.44 / with license(s)

Pay determined based on job-related knowledge, skills, experience, and location.

Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation.

It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).

Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.

Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We believe in diversity, equity, and inclusion in the workplace.

We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.

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