Operations Associate

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Job description

Job Description Job Description


Operations Associate

Bishop & Company is seeking a bright, energetic, and friendly Operations Associate to provide support at the Private Wealth Management office in downtown Honolulu. The ideal candidate should possess at least two years of administrative support experience in a corporate environment.

Responsibilities:

• Monitoring and sending emails to/from clients and between internal team members. This will include incoming/outgoing physical mail, fax, scanning, answering incoming calls, and checking voicemail.
• Providing administrative support to team members, such as scheduling client meetings/conference calls, maintaining calendars, preparing the conference room for meetings, greeting clients and visitors, printing and copying documents, and managing business/travel expenses for team members.
• Assisting Wealth Management Team, Sales, & Operations in servicing prospects/clients, focusing on operational excellence and customer service. The work will include preparing and sending New Account paperwork, following up with clients, and working with our back-office team on all Operation tasks related to client accounts (i.e., account paperwork, opening/updating client accounts, etc.).

Minimum Qualifications:
• Proficiency in Word, Excel, and Outlook Exchange required.
• A minimum of 2 years of work experience in a professional corporate environment.
• New graduates who desire to be in the financial services industry are encouraged to apply.
• Strong written/verbal communication skills.
• Detail-oriented and good organization.
• Enjoys collaborating with a team.
• Ability to multi-task and work in a fast-paced environment.
• Interest in the financial services industry.
• Displays integrity and professionalism.
• Ability to adhere to confidentiality practices and guidelines.
• Flexible to work beyond regular business hours (if needed).

Additional Information:

• Job Type: Direct-Hire opportunity
• Pay: $48-60K annually, DOE
• Location: Honolulu,96813
• Parking: provided
• Benefits: Excellent benefits package!

Bishop & Company provides recruiting and placement services for client companies and opportunities for job seekers throughout Hawaii. We charge no fees to candidates and our client services are 100% guaranteed.
Please forward resumes to:
Bishop & Company
Phone:
Website:

Location: Honolulu, HI

No relocation, In-state applicants only. Must be available to interview immediately.

Equal Opportunity Employer Disability and Veteran

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