About the position
As an Assistant to the Financial Advisor at Cathay Bank, you will play a crucial role in supporting the Financial Advisor (FA) with a variety of administrative tasks. This position is designed for individuals who are enthusiastic, highly motivated, and possess a strong work ethic. You will be responsible for providing sales, processing, operational, administrative, and customer service support to the Financial Advisor. Your duties will include coordinating activities, making travel arrangements, scheduling conferences and meetings, managing the Financial Advisor's calendar, and assisting with various projects as assigned. You will act as a liaison between clients, the Financial Advisor, and the back office, ensuring smooth communication and operations. In this role, you will be expected to answer telephone calls, screen and delegate calls appropriately, and provide assistance to callers whenever possible. You will manage the Financial Advisor's calendar, schedule appointments, and arrange customer seminars and training sessions for branch employees. Additionally, you will assist in preparing presentation materials and support the Financial Advisor during business-related functions. Your responsibilities will also include preparing requested reports, processing documents, opening client accounts, and uploading necessary information to Smartworks Docupace. You will assist the Financial Advisor in marketing activities, utilize MarketingCentral, and maintain the client relationship management database. Establishing and maintaining customer files and helping the Financial Advisor prepare for audits will also be part of your duties.
Responsibilities
- Assist Financial Advisor with all administrative tasks.
- Provide sales, processing, operational, administrative, and customer service support to Financial Advisor.
- Manage Financial Advisor's calendar and schedule appointments.
- Arrange customer seminars and branch employee training.
- Assist in coordinating activities and prepare presentation materials.
- Support Financial Advisor for business-related functions.
- Prepare requested reports and process documents.
- Open client accounts and upload to Smartworks Docupace.
- Assist in marketing activities and maintain client relationship management database.
- Establish and maintain customer files.
- Help Financial Advisor prepare for auditing.
Requirements
- College degree with business classes preferred but not mandatory.
- 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.
- Well organized and detail-oriented.
- Ability to manage multiple tasks and priorities.
- Excellent customer service and computer skills.
Benefits
- Medical insurance coverage
- Dental insurance coverage
- Vision insurance coverage
- Life insurance coverage
- Long-term disability insurance
- Flexible spending accounts (FSAs)
- Health savings account (HSA) with company contributions
- Voluntary coverages
- 401(k) plan with company contributions
