Operations Assistant

Job Title: Operations Assistant

Industry: Capital Finance

Duration: Direct Hire

Hours: Monday – Friday, 8:00AM – 4:30PM

Location: Downtown Honolulu, HI

Parking: Provided

Pay Rate: $50k – $70K/annual, Based on Experience

This organization is a registered wealth management firm, located in San Francisco Bay area with an office in downtown Honolulu, Hawaii. Their mission is to ensure the preservation of their client’s capital. Building upon this foundation, they develop an investment strategy for achieving growth based on the specific needs of the client and their tolerance toward risk. To carry out their client’s objectives, they utilize best-of-breed investments that range from efficient and asset class-driven to highly-specialized and proprietary.

Description:

• Client Onboarding support which will consist of preparing and sending New Account/Transfer paperwork, overseeing transfer of assets, working with our back office (TD Ameritrade Institutional/Charles Schwab & Co.,) on all Operation tasks related to client accounts (i.e., opening client accounts, ongoing updates, etc.,)

• Processing wires, ACH’s, and journals

• Track, monitor, and distribute all tax documents and other requests made by the client and/or their accountants.

• Sending emails to/from clients and between internal team members. This will include incoming/outgoing physical mail, scanning, answering incoming calls, checking voicemail.

• Providing support to team members, i.e., scheduling client meetings/zoom meetings/conference calls, maintaining calendars, preparing conference room for in-house client meetings,

Requirements:

• Detail-oriented and good organization is a must

• Proficiency in Word, Excel, Outlook Exchange, DocuSign, and Laser App

• Ideally a minimum of 2 years of Operations experience in Financial Industry

• New graduates who have a desire to be in the financial services industry are also encouraged to apply

• Strong written/verbal communication skills

• Work effectively with all levels of personnel as part of a team and individually

• Ability to multi-task and work in a fast-paced environment

• Displays integrity and accountability

• Must adhere to confidentiality practices and guidelines

• Flexible to work beyond normal business hours (if and when needed)

ID# 1614066

All offers are contingent upon the successful completion of background and reference checks. In addition, the following health screens are required:

• Must show proof of being fully vaccinated against COVID-19 unless a reasonable accommodation is approved. If partially vaccinated, or approved for a vaccine exemption, employees must comply by submitting weekly negative test results from an approved COVID-19 test (PCR or NAAT).

Interested Applicants: Please visit us online at www.staffingsolutionsofhawaii.com to view additional positions. Applications will only be reviewed for applicants currently living in the state of Hawaii and who are available for an interview with Staffing Solutions. #SSOH

Why work with Staffing Solutions of Hawaii:

• We are a local, award winning, and growing privately owned agency in business for 25 years

• Employees enjoy competitive pay, stimulating careers, and excellent growth opportunities!

• We have over 120 job positions including full-time, part-time, and internship opportunities inclusive with medical benefits options

• We partner with 100+ organizations in Hawaii, such as Kaiser Permanente, Bank of Hawaii, Hawaiian Airlines, Hilton Grand Vacations, KHON 2 News and many more!

We are proud to be an Equal Employment Opportunity and Affirmative Action employer, including females, minorities, protected Veterans and those with disability.