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Ria Operations Assistant Mandarin Speaking Required

  • ... Posted on: Dec 11, 2024
  • ... Teksky
  • ... Monrovia, California
  • ... Salary: Not Available
  • ... Full-time

Ria Operations Assistant Mandarin Speaking Required   

Job Title :

Ria Operations Assistant Mandarin Speaking Required

Job Type :

Full-time

Job Location :

Monrovia California United States

Remote :

No

Jobcon Logo Job Description :

Responsibilities

Manage client data software and ensure accurate and efficient data entry.

Communicate with clients clearly and professionally while looking at the bigger picture to understand clients' intentions from provided responses.

Organize client cases, stay on top of case status and follow-ups.

Prepare client-facing legal documents for client meetings.

Coordinate client meeting schedules.

Assist clients with new account opening procedures and account maintenance.

Provide customer support and troubleshoot general account issues.

Calculate invoices and charge fees once a quarter.

Arrange meetings and regular portfolio reviews.

Complete other duties relating to Registered Investment Advisor (RIA) as assigned by the supervisor.

Qualifications

Bilingual in Mandarin Chinese and English

FINRA Series 65 license is preferred (will be required by the end of 3-month probation)

At least 1 year of work experience in financial field is preferred

Bachelor or Master's degree in finance or related field

Excellent verbal and written communication in English

Professional demeanor in all correspondence and interactions

Proficient in computer skills MS Office: Excel, Word, Outlook, Adobe Acrobat

Excellent organizational skills, attention to detail, professional phone etiquette

Jobcon Logo Position Details

Posted:

Dec 11, 2024

Employment:

Full-time

Salary:

Not Available

Snaprecruit ID:

SD-CIE-a7566c258bb237960240f33c276c5981ecec76e8aba3abf5b692372125fd78aa

City:

Monrovia

Job Origin:

CIEPAL_ORGANIC_FEED

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Responsibilities

Manage client data software and ensure accurate and efficient data entry.

Communicate with clients clearly and professionally while looking at the bigger picture to understand clients' intentions from provided responses.

Organize client cases, stay on top of case status and follow-ups.

Prepare client-facing legal documents for client meetings.

Coordinate client meeting schedules.

Assist clients with new account opening procedures and account maintenance.

Provide customer support and troubleshoot general account issues.

Calculate invoices and charge fees once a quarter.

Arrange meetings and regular portfolio reviews.

Complete other duties relating to Registered Investment Advisor (RIA) as assigned by the supervisor.

Qualifications

Bilingual in Mandarin Chinese and English

FINRA Series 65 license is preferred (will be required by the end of 3-month probation)

At least 1 year of work experience in financial field is preferred

Bachelor or Master's degree in finance or related field

Excellent verbal and written communication in English

Professional demeanor in all correspondence and interactions

Proficient in computer skills MS Office: Excel, Word, Outlook, Adobe Acrobat

Excellent organizational skills, attention to detail, professional phone etiquette

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