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Assistant to Financial Advisor

Cathay General Bancorp

San Gabriel, CA

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JOB DETAILS
SKILLS
Administrative Skills, Auditing, Calendar Management, Communication Skills, Computer Maintenance, Computer Skills, Conference Management, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Dental Insurance, Detail Oriented, Disability Insurance, English Language, Financial Management, Financial Planning, Financial Services, Flexible Spending Accounts, Follow Through, Life Insurance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Reporting Skills, Sales, Staff Training, Team Player, Telephone Skills, Track Customer Issues, Travel Planning, Vision Plan
LOCATION
San Gabriel, CA
POSTED
30+ days ago

People Drive Our Success

Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team. At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development, empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members drive and optimism. Together we can make a difference in the financial future of our communities.

Apply today.

What our team members are saying

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Learn more about us at cathaybank.com

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 Advisors 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 Advisors 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:
  • 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

  • Without License: 20.00 - 21.63 hour
  • With License: 21.63 - 25.00 hour

Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for incentive compensation.

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
  • Flexible spending accounts (FSAs)
  • Health saving account (HSA) with company contributions
  • Voluntary coverages
  • 401k

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 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.

Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:

  • Poster - English
  • Poster - Spanish
  • Poster - Chinese Traditional
  • Poster - Chinese Simplified

Cathay Bank endeavors to make www.CathayBank.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP Employee Relations Manager at 626-582-7370 or mickey.hsucathaybank.com. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

About the Company

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Cathay General Bancorp