Mutual Fund Account Administrator

First Hawaiian Bank • Honolulu, HI

2d • $53,000 - $67,000

About The Position

First Hawaiian Bank is seeking an experienced Mutual Fund Account Administrator to join its team at the First Hawaiian Center. The role supports Bishop Street Capital Management by expanding distribution channels and servicing existing shareholders. The administrator works with financial advisors and shareholders to address questions about transactions, holdings, and fund information, and serves as a liaison among Peak-Time Mutual Fund Distribution Representatives, Fund Portfolio Managers, Compliance, and Fund Administrators. The position helps develop and implement recommendations and strategies to expand the portfolio, promptly address shareholder concerns, and facilitate smooth operations between internal teams and external shareholders. The annual salary range is $53,000–$67,000, commensurate with experience. The successful candidate will be hired at a position level aligned with their experience.

Requirements

• Bachelor’s degree in finance, business administration, a related field, or equivalent work experience.
• Two years of experience in mutual fund sales, relationship management, or a related role; alternatively, more than one year of experience in mutual fund sales and servicing, including shareholder and financial advisor outreach.
• Experience in a customer-facing role, preferably warm calling, sales, or customer service.
• Knowledge of the investment industry.
• Excellent written, verbal, and interpersonal communication skills, including the ability to explain complex financial concepts in a client-friendly manner.
• Ability to exercise discretion regarding confidential matters.
• Strong organizational skills and attention to detail, with the ability to manage multiple accounts and priorities effectively.
• Familiarity with CRM systems and basic office software, such as Microsoft Office.
• Professional behavior and ability to promote positive working relationships internally and externally.
• Proficiency in the Microsoft 365 suite of applications.

Responsibilities

• Expand Bishop Street Capital Management’s distribution channels and service existing shareholders.
• Work with financial advisors and existing shareholders, answering inquiries about transactions, holdings, and fund information.
• Serve as liaison between Peak-Time Mutual Fund Distribution Representatives, Fund Portfolio Managers, Compliance, and Fund Administrators.
• Provide recommendations and implement strategies aimed at expanding the portfolio.
• Address shareholder concerns promptly and facilitate smooth operational processes between internal teams and external shareholders.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level