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Chinese Bilingual Financial Advisor Assistant

Integral Financial LLC
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Chinese Bilingual Financial Advisor Assistant: Integral Financial LLC Hiring

Integral Financial LLC, a securities brokerage firm, is looking for a Chinese Bilingual Financial Advisor Assistant. These full-time or internship positions are available in San Jose, Fremont, and San Francisco, supporting their Senior Financial Advisor Team.1 This is a great chance to jump-start your career in finance or find a fresh start in a welcoming environment. You can learn more about the company at www.infi.biz.2

The ideal candidate will be the first point of contact for clients, handling calls, emails, and in-office visits. You'll play a crucial role in assisting with client administration and transactions, working closely with both clients and the back office to resolve issues.3

Key Responsibilities

As a Financial Advisor Assistant, you will:

  • Help with daily client paperwork and process transactions.4
  • Ensure all paperwork is complete and accurate.
  • Report project status to your manager and meet deadlines.5
  • Manage appointment schedules for both current and prospective clients.6
  • Maintain necessary record-keeping for accounts.
  • Answer and screen phone calls, direct callers, take messages, and answer questions professionally.7
  • Collaborate effectively with the team.
  • Be flexible as responsibilities may evolve with company needs.

Qualifications

Integral Financial LLC is looking for candidates with:

  • A Bachelor's degree from an accredited college.
  • Securities licenses (Series 7/ Series 6 / SIE) and an Insurance license are preferred but not required.8
  • 2+ years of experience in the financial services industry is preferred.9
  • Fluency in Mandarin Chinese and English is strongly preferred for San Jose and Fremont locations.10
  • Fluency in Cantonese Chinese and English is strongly preferred for the San Francisco location.
  • Excellent verbal and written communication and customer service skills.11
  • Strong ability to multi-task and solve problems.
  • A polite and clear phone manner.
  • High attention to detail, emphasizing accuracy and timeliness.
  • The ability to work both independently and as part of a team.
  • Flexibility regarding work hours and locations.

Benefits

Integral Financial LLC offers a comprehensive benefits package, including Medical, Dental, Vision, a 401k Plan, and Paid Time Off (PTO).12

Due to the high volume of applications, only selected candidates will be contacted.