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Trust & RIA Operations Assistant (Chinese-Bilingual)
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 is one of the largest insurance general agencies in the US with over 27 offices nationwide. We focus on building an all-in-one financial services platform covering insurance, lending, tax services, investment, financial advisory, and trust. Website: http://www.transglobalus.com 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 trust and RIA as assigned by the supervisor Qualifications Bilingual in Mandarin and English FINRA Series 65 license is preferred At least 1 year of work experience in a law firm is preferred Data entry experience, detail-oriented and meticulous with data 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 Starting $3,500 ~ $4,500/month, will raise if pass probation Health insurance (medical/dental/vision/HSA) covering spouse and dependents 401(k) with employer matching Paid sick leave (6 days), paid personal leave (6 days) Paid vacation (accrued based on years of employment) Paid holidays, paid jury duty, paid training * To apply, please forward your resume and cover letter to XXXX@transglobalus.com
Company:
Transglobal
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Trust & RIA Operations Assistant (Chinese-Bilingual)
Trust & RIA Operations Assistant (Chinese-Bilingual) is a Production Operations Assistant Job at Transglobal located in Monrovia CA. Find other listings like Trust & RIA Operations Assistant (Chinese-Bilingual) by searching Oodle for Production Operations Assistant Jobs.
Trust & RIA Operations Assistant (Chinese-Bilingual) is a Production Operations Assistant Job at Transglobal located in Monrovia CA. Find other listings like Trust & RIA Operations Assistant (Chinese-Bilingual) by searching Oodle for Production Operations Assistant Jobs.