... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
48 Transglobal Operations Jobs Hiring Near You
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Arcadia, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Arcadia, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Hacienda Heights, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Hacienda Heights, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Arcadia, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Arcadia, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Hacienda Heights, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Hacienda Heights, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Hacienda Heights, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Hacienda Heights, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Hacienda Heights, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Quick apply
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Hacienda Heights, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Arcadia, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Quick apply
Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Arcadia, CA · On-site
$20 - $25/hr
... TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role. We are looking for an administrative assistant for a financial professional who has ...
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Mortgage Branch Manager (Bilingual in Chinese)
Bellevue, WA · On-site
$4.0K/mo
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Quick apply
Mortgage Branch Manager (Bilingual in Chinese)
Bellevue, WA · On-site
$4.0K/mo
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Administrative Assistant, Sales Support (Bilingual in Chinese)
Duluth, GA · On-site
$18 - $25/hr
Provide administrative support to affiliated agents and assist with day-to-day operational requests ... WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused ...
Administrative Assistant, Sales Support (Bilingual in Chinese)
Duluth, GA · On-site
$18 - $25/hr
Provide administrative support to affiliated agents and assist with day-to-day operational requests ... WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused ...
Administrative Assistant, Sales Support (Bilingual in Chinese)
Duluth, GA · On-site
$18 - $25/hr
Provide administrative support to affiliated agents and assist with day-to-day operational requests ... WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused ...
Administrative Assistant, Sales Support (Bilingual in Chinese)
Duluth, GA · On-site
$18 - $25/hr
Provide administrative support to affiliated agents and assist with day-to-day operational requests ... WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused ...
Mortgage Branch Manager (Bilingual in Chinese)
Bellevue, WA · On-site
$4.0K/mo
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Mortgage Branch Manager (Bilingual in Chinese)
Bellevue, WA · On-site
$4.0K/mo
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Administrative Assistant, Sales Support (Bilingual in Chinese)
Duluth, GA · On-site
$21.92 - $28.85/hr
Provide administrative support to affiliated agents and assist with day-to-day operational requests ... WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused ...
Quick apply
Administrative Assistant, Sales Support (Bilingual in Chinese)
Duluth, GA · On-site
$21.92 - $28.85/hr
Provide administrative support to affiliated agents and assist with day-to-day operational requests ... WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused ...
Regional External Specialist (Bilingual in Chinese)
Bellevue, WA · On-site
$21.92 - $28.85/hr
Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the ... WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused ...
Regional External Specialist (Bilingual in Chinese)
Bellevue, WA · On-site
$21.92 - $28.85/hr
Support Regional Internal Specialist with assigned tasks to ensure smooth operations within the ... WHO WE ARE With over 30 years of experience, TransGlobal has grown into the largest Asian-focused ...
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Quick apply
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
Branch Operations: Oversee day-to-day mortgage operations in the Las Vegas region, including ... experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services ...
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Administrative Assistant (Bilingual in Chinese) - Star Seven Financial Services Inc.
Arcadia, CA
$20 - $25/hr
Full-time
Medical, Retirement
Posted 22 days ago
Job description
GENERAL FUNCTION / SUMMARY
This position is with Star Seven Financial Services Inc., an affiliated company of TransGlobal. Star Seven Financial Services Inc. is responsible for the day-to-day operations of this role.
We are looking for an administrative assistant for a financial professional who has attention to detail in paperwork and client communications.
MAJOR DUTIES AND RESPONSIBILITIES
Financial Services Support
Administrative Support- Prepare and submit account forms and service requests.
- Track application status and follow up with custodians, carriers, TPAs, and financial institutions.
- Maintain accurate client records
- Monitor outstanding paperwork and follow up to ensure completion.
Client Service
- Answer incoming calls and respond to client inquiries.
- Schedule client appointments and maintain calendars.
- Greet clients and visitors professionally.
- Prepare and send client correspondence, emails, and follow-up communications.
- Assist with client account opening paperwork.
- Assist with clients' annual review preparation.
- Maintain ongoing communication with clients regarding pending requirements and documentation.
- Manage calendars, meetings, and appointment scheduling.
- Prepare reports, presentations, and meeting materials.
- Maintain electronic and physical filing systems.
- Process incoming and outgoing mail.
- Order office supplies and coordinate office maintenance.
- Assist with special projects as assigned.
BASIC QUALIFICATIONS
- 2-3 years of administrative experience preferred;
- Excellent organizational skills with the ability to multitask effectively in a fast-paced environment
- Bilingual in English and Mandarin.
- Detail oriented, organized, logical thinking and good communication.
WHAT WE OFFER
- Benefits: Health insurance allowance and IRA match
- Other compensation: Opportunity to earn commission
- Pay starts at $20 -$25/hour based on experience.
About Transglobal
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