RIA Operations Assistant Mandarin Speaking Required
RIA Operations Assistant Mandarin Speaking Required
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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 followups.
Prepare clientfacing 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 3month probation)
At least 1 year of work experience in financial field is preferred
Bachelor or Masters 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
Employment Type
Full Time
