Financial Associate (Public) jobs in Fullerton, CA

Introduction

Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.

Overview

We are seeking a Financial Consultant Associate. The Financial Consultant Associate will perform administrative duties and provide support to the Financial Consultant of Wealth Management.

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.
• Perform other duties as assigned

Qualifications

• Bachelor’s degree in Finance, Economics, or other related field of study or equivalent work experience
• 1 years’ experience in administrative support experience
• Strong financial acumen and ability to understand business needs
• Solid written, communication, and interpersonal skills, including presentation skills
• Strong attention to detail and organizational skills, able to prioritize work with deadlines
• Proficiency in Microsoft Office (Excel, PowerPoint, Word)

Compensation