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RIA Operations Assistant (Mandarin Speaking Required)
Location:
Monrovia, CA
Description:
Work location : 185 W. Chestnut Ave Monrovia CA 91016 Work Hours : Monday to Friday 9:00am ~ 5:45pm (45 minutes lunch break) About Us TransGlobal stands as one of the largest insurance general agencies in the US, boasting over 30 offices nationwide. We pride ourselves on delivering an all-in-one financial service platform covering insurance, real estate, lending, investment, retirement planning, and tax services. With a network of over 5000 licensed professionals, we represent top-rated insurance companies offering products tailored to diverse client needs. Our website: TransGlobalUS.com . Why Work at TransGlobal Advisory You will have the opportunity to work closely with our Chief Investment Officer and learn the different aspects of wealth management in servicing various high-net-worth clients. Our employees have enjoyed a supportive team in a friendly office environment. 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 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 Benefits for Full-Time Employee Comprehensive health insurance (covering medical, dental, vision, and HSA) including spouse and dependents. 401(k) plan with employer matching. 6 days Paid Sick Leave per year, available to use after 3 months of employment. 10 days PTO in the first year, available after 3 months, and increase based on anniversary until reaching a cap. Paid holidays, paid jury duty, paid training. Start from $23.08 ~ $31.73/hour ($4,000 ~ $5,500/month) based on experience, potential raises post-probation.
Company:
Transglobal
Posted:
November 14 on ApplicantPro, TalentPlusHire
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More About this Listing: RIA Operations Assistant (Mandarin Speaking Required)
RIA Operations Assistant (Mandarin Speaking Required) is a Clerical Operations Assistant Job at Transglobal located in Monrovia CA. Find other listings like RIA Operations Assistant (Mandarin Speaking Required) by searching Oodle for Clerical Operations Assistant Jobs.
RIA Operations Assistant (Mandarin Speaking Required) is a Clerical Operations Assistant Job at Transglobal located in Monrovia CA. Find other listings like RIA Operations Assistant (Mandarin Speaking Required) by searching Oodle for Clerical Operations Assistant Jobs.