Pasadena, CA, US
28 days ago
Wealth Management Planner
Welcome page Returning Candidate? Log In Here Wealth Management Planner Location US-CA-Pasadena Job ID 2025-12001 Category Administrative/Clerical Position Type Full-Time Introduction

Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, 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 a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.

Overview

We are currently seeking Wealth Management Planner.

Responsibilities Ensure that all projects are deliveredon-time, within scope and within budgetManage a complex calendar, scheduling meetings and eventsPlan and coordinate events which would include but is not limited to seminars, workshops and client appreciationAssist with streamlining ideas into executable action items to help achieve deliverablesCoordinates corporate meetings, departmental functions including conference room reservations and setup for board meetingsServes as first line of communication between clients and bank while delivering excellent customer service and demonstrate a high degree of professionalismDevelops and prepares reports, PowerPoints, documents, and presentations for department staff as directedProcesses and maintains correspondence, files, records and minutes, and performs other specific duties for management staffCoordinates detailed travel arrangements at domestic and international levelResponsible for project management and day-to-day project needs. Qualifications 5 years plus related experience and/or training; or equivalent combination of education and experience in a corporate environment working with upper level managementExperience in project management with a proven track record of delivering on objectivesAbility to prioritize multiple tasks with minimal supervisionWell organized, detail oriented and resourcefulAbility to work efficiently and calmly under pressure in a fast paced environmentInterpersonal and professional manner in dealing with clients and employeesExcellent client-facing and internal communication skillsExpert in Microsoft Excel, Word and Power Point Compensation The base pay range for this position is USD $25.00/Hr. - USD $32.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. Options Apply for this job onlineApplyShareEmail this job to a friendRefer <p style="margin: 0px;"><span style="color: #54585a;">Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.</span></p> Share on your newsfeed

East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law. Application FAQs

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