Assistant to Financial Advisor

Join Cathay Bank as an Assistant to Financial Advisor and support the Financial Advisor with administrative tasks, sales, processing, operational, and customer service support. Assist in coordinating activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned.

Requirements

• Answer telephone calls and provide assistance to callers
• Manage Financial Advisor's calendar and schedule appointments
• Arrange customer seminars and branch employee training
• Prepare requested reports
• Process documents, open client account, and upload to Smartworks Docupace
• Assist Financial Advisor in marketing activities and maintain client relationship management database

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Long-term disability insurance
• Flexible spending accounts (FSAs)
• Health saving account (HSA) with company contributions