What are the responsibilities and job description for the RIA Operations Assistant (Bilingual in Chinese) position at TransGlobal?
Job Description
Job 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 (CPA, CFP, CFA) 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 Registered Investment Advisor (RIA) as assigned by the supervisor.
Qualifications
Benefits for Full-Time Employee
Salary : $32
