Senior Administrative Assistant
Located in Honolulu, HI
Salary: UP to $24/Hr
Senior Administrative Assistant
Location: Honolulu
Compensation: Up to $24/Hr
Position Type: Full-Time
Join a premier local financial planning firm dedicated to high-touch client service and strategic wealth management. We are seeking a detail-oriented Senior Administrative Assistant to serve as the backbone of our daily operations. This role is perfect for an individual who thrives in a fast-paced, regulated environment and is looking to build a career in the financial services industry.
Interested? Call 808-792-7015 today to schedule an interview!
Senior Administrative Assistant Key Responsibilities:
Advisory Support: Provide comprehensive operational assistance to Financial Advisors and the executive team to streamline daily workflows.
Workflow Management: Oversee recurring administrative cycles, including mail processing, client recognition, and formal appointment correspondence.
Facility Coordination: Manage office logistics, including procurement of supplies and ensuring the office is "client-ready" for morning briefings and consultations.
Database Integrity: Execute precise data entry and manage physical and digital filing systems to ensure all client account information remains current and compliant.
High-Touch Service: Act as a primary point of contact for client inquiries, managing both inbound and outbound communications with professionalism and clarity.
Case Management: Research and resolve complex client requests by interfacing with financial institutions and third-party vendors.
Transaction Processing: Facilitate account movements, including contributions, withdrawals, and document tracking, while auditing all forms for strict accuracy.
Portfolio Support: Assist the advisory team with executing model changes and rebalancing tasks on client accounts.
Senior Administrative Assistant Requirements & Qualifications:
- Proven experience in an administrative or operations role.
- Exceptional attention to detail and a "zero-error" mindset regarding data entry and form processing.
- Strong communication skills with the ability to explain complex processes to clients.
- Hawaii Notary Public commission preferred.
- Series 7 and Series 66 Security Exam preferred.
Benefits
- Medical, dental, vision coverage
- Paid Time Off
- Weekly Paychecks
- Referral Bonuses
How to Apply for our Senior Administrative Assistant opportunity
#HIOFFICE
Express Office: Honolulu
1130 North Nimitz Highway
Suite A135
Honolulu, HI 96817
Apply Now