We are a fast-growing wealth management and taxation firm in Bellevue, Washington. We provide wealth management services including life insurance, retirement planning, education planning, and family trusts. Our experienced CPA, financial advisors, and estate planning attorneys work together to serve our Chinese high net worth clients. We are looking for a Financial AdvisorAssistant to manage our existing clients with their financial product and family trust needs. This position requires a high level of professionalism and great attention to detail. Responsibilities: Work with CPAs, Financial advisors and estate attorneys to meet client needs. Manage client's relationship and communicate with them. Work with Finanaicial advisor to identify tax saving products to save their gift and estate taxes. Analyze and compare annuity and life insurance carrier quotes for proper coverages and ratings. Respond to underwriter questions in a timely and professional manner. Prepare proposals and summaries of annuity and insurance, as needed. Maintain a high degree of accuracy in processing within the agency management system. Process client requests in a timely and professional manner. Other projects or duties, as needed. Qualifications: Must speak Mandarin (说中文）and English. Bachelor’s degree in finance, accounting, marketing, and economics. Experience with internet-based programs as well as intermediate knowledge of Microsoft Office products. Applied products experience is a plus. Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy. Ability to set priorities and manage workflow to ensure efficient, timely, and accurate processing. Ability to interact with others effectively by utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to keep good working relationships with coworkers, clients, and vendors. Background check required if offered the position. Benefits: Health care 401k plan Employer Matching Defined Benefit Plan profit sharing 21 days vacation and sick leave Professional development assistance Job Type: Full-time Pay: $50,000.00 - $57,000.00 per year Benefits: 401(k) 401(k) matching Employee assistance program Flexible schedule Health insurance Paid time off Parental leave Professional development assistance Retirement plan Experience: Microsoft Excel: 1 year (Preferred) Work Location: In person