Financial Office Assistant (bi-lingual English/Korean)
Quick Apply Full-time 11 hours ago Full Job Description Financial Office Assistant We are seeking an Office Assistant to join the Retirement Partners of Hawaii team! We provide comprehensive, multi-generational integrated strategies to help guide wealth for successful individuals, families and businesses in Honolulu, HI.
As the Office Administrator, we will lean on you to provide exceptional customer service, support financial advisory functions, interact professionally with clients, and serve as administrative support.
When clients come to our office, you will be the first person they will meet, that first encounter must be positive.
This means you have the opportunity to build relationships through each interaction and make a direct impact! Responsibilities Build relationships with the clients and team Be able to anticipate the next steps and think beyond the short term task at hand to increase flow and efficiency of the team Assist in scheduling meetings, reminders plus gathering and inputting client's data as needed Prepare, send, follow up and process forms and other operational functions as requested Order, organize and maintain office supplies Provide marketing assistance as needed, including; coordinating with our marketing vendor(s), website operations, client mail/email and client events both live and virtual Perform additional administrative functions as needed Qualifications/Requirements English/Korean Bilingual (required) 2
years financial services experience (preferred) 2
years administrative experience (required) Team player, eager to collaborate with others Strong computer skills with working knowledge of Microsoft Office products and the ability to learn additional software applications Exceptional interpersonal and client service skills Strong organizational and analytical skills; process oriented Ability to manage a variety of tasks and prioritize individual workload responsibilities Required to work with the strictest of confidentiality, as well as utilize good judgment in the preparation and distribution of confidential information.
Job Type:
Full-time Pay:
$16.
00 - $19.
00 per hour
Benefits:
401(k) matching Dental insurance Health insurance Vision insurance Schedule:
8 hour shift Ability to commute/relocate:
Honolulu, HI 96813:
Reliably commute or planning to relocate before starting work (Required) Application Question(s):
Will you be able to pass a background check and submit to fingerprinting? Work Location:
One location Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
As the Office Administrator, we will lean on you to provide exceptional customer service, support financial advisory functions, interact professionally with clients, and serve as administrative support.
When clients come to our office, you will be the first person they will meet, that first encounter must be positive.
This means you have the opportunity to build relationships through each interaction and make a direct impact! Responsibilities Build relationships with the clients and team Be able to anticipate the next steps and think beyond the short term task at hand to increase flow and efficiency of the team Assist in scheduling meetings, reminders plus gathering and inputting client's data as needed Prepare, send, follow up and process forms and other operational functions as requested Order, organize and maintain office supplies Provide marketing assistance as needed, including; coordinating with our marketing vendor(s), website operations, client mail/email and client events both live and virtual Perform additional administrative functions as needed Qualifications/Requirements English/Korean Bilingual (required) 2
years financial services experience (preferred) 2
years administrative experience (required) Team player, eager to collaborate with others Strong computer skills with working knowledge of Microsoft Office products and the ability to learn additional software applications Exceptional interpersonal and client service skills Strong organizational and analytical skills; process oriented Ability to manage a variety of tasks and prioritize individual workload responsibilities Required to work with the strictest of confidentiality, as well as utilize good judgment in the preparation and distribution of confidential information.
Job Type:
Full-time Pay:
$16.
00 - $19.
00 per hour
Benefits:
401(k) matching Dental insurance Health insurance Vision insurance Schedule:
8 hour shift Ability to commute/relocate:
Honolulu, HI 96813:
Reliably commute or planning to relocate before starting work (Required) Application Question(s):
Will you be able to pass a background check and submit to fingerprinting? Work Location:
One location Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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