Job Details

Chinese speaking Executive Assistant

  2019-02-04     Pacific Financial Partners     1100 Alakea St. Honolulu     36k to 50k year  
Description:

Fantastic career opportunity to be associated with Pacific Financial Partners, a growing investment and risk management firm and part of the 4th largest independent broker/dealer in the US.

Job Description

  • Gather client data and update client financial plans proposals for review
  • Maintain and update online client relationship management database and website
  • Coordinate and complete paperwork for client and prospective client appointments
  • Arrange and coordinate calendar for managing director
  • Call client and prospective client to set up meeting for managing director
  • Respond to client service requests with a sense of urgency
  • Coordinate client event and seminar
  • Answer client phone call effectively and guide them to the right direction
  • Communicating with and maintain good relationship with client
  • Provide unparalleled client service
  • Other routine administrative support (fax, copy, scan, filing .etc.)

Job Requirement

  • Fluent mandarin speaking. (speak both Mandarin and Cantonese preferred)
  • 2+ years Administrative Assistant experience required,
  • Previous experience in financial service industry preferred
  • Fast learner, quick thinker and ability to adjust work priority
  • Fantastic customer and communication rapport (verbal & written); professional presence
  • ability to work well in a fast paced environment
  • Proficiency with Word, Excel, PowerPoint, and internet applications
  • Strong researching, analysis and mathematical aptitude
  • Associate or Bachelor Degree in Business and Finance a plus
  • Impeccable follow-through skills and very detail focus
  • Eagerness to learn and grow with flexibility.
  • Excellent work ethics, loyalty and integrity
  • Basic knowledge of financial service industry and product. Hawaii Life & Health insurance license, series 6 a big plus but not required.

Compensation:

  • Base salary 36K-$50K (depend on experience and qualification)
  • Longevity bonus (after 3 years)
  • Performance bonus
  • Paid vacation and sick leave
  • Full Medical Insurance Benefit (including dental and vision)

Contact: Nelson Wang, MBA

Managing Director

Phone: 808.979.3319

Email: nwang@pacificfp.com

Pacific Financial Partners

1100 Alakea Street. 23rd Floor

Honolulu, HI 96813
 



We are strongly committed to diversity and equal opportunity.

Securities offered through Royal Alliance Associates, Inc., Member FINRA, SIPC.


Do not contact this company in solicitation of any product or service.

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