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Operations Specialist

Company: East West Bank -
Location: Pasadena
Posted on: November 19, 2022

Job Description:

Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.
We are seeking a Wealth Management Operations Specialist for our Wealth Management ("WM") department. This position will engage with most aspects of WM and is required to obtain a foundational understanding of our bank's WM product and services to deliver holistic operational support to WM team.

  • Perform monthly production reporting (fee income/expense)/GL Transfer
  • Responsible for Licensed Banker split commission calculation and payments
  • Perform representative change and account reassignments/client profile management
  • Process daily settlement wires/enter annuity purchase trades
  • Assist representatives with operational issues and/or urgent client inquiries and provide support on various inquiries
  • Occasionally obtain ad review approvals from both the broker dealer and EWB compliance department for all WM marketing initiatives
  • Maintain and update weekly/monthly spreadsheets for various projects such as Referral Reports, New accounts, Production tracking, FC schedule, licensing status, etc.
  • Facilitate the process of FC/LBE registration and licensing renewals
  • Communicate with broker/dealer on various service inquiries
  • Manage day-today incoming call from toll-free line and delegate to corresponding FC to ensure the inquiries are handled in accordance with policy
  • Ability to attend event/offsite meeting in occasional basis
  • Perform other duties as assigned


    • Bachelor's degree in Business, Finance, Economic or related field, or equivalent experience
    • 4+ years' experience in operations support for Wealth Management department
    • Life insurance and combination license Series 6 or Series 7 and Series 63/65/66
    • Excellent written and verbal communication skills
    • Strong attention to detail and organizational skills, and able to prioritize work with deadlines
    • Knowledge of SmartWorks System a plus
    • Proficiency with Microsoft Office (Excel, PowerPoint, Word)

Keywords: East West Bank -, Pasadena , Operations Specialist, Other , Pasadena, California

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