Operations Associate - Bishop

 


#21528
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!

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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: 808-839-2200 
Website: http://www.bishopco.net/ 
 
Location: Honolulu, HI 
 
***No relocation, In-state applicants only. Must be available to interview immediately.***
 
Equal Opportunity Employer – Disability and Veteran