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 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

Job Type: Full-time

Pay: $3,500.00 - $4,500.00 per month

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Arcadia, CA: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Will you now or in the future require sponsorship or transfer for work visa such as H-1B or green card?

Experience:

• law firm: 1 year (Preferred)

Language:

• Mandarin Chinese (Preferred)

License/Certification:

• FINRA Series 65 License (Preferred)

Work Location: In person

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