Operations Coordinator - Investment Services

American Savings Bank • Honolulu, HI

6d • $20 - $31

About The Position

Supports the Investment Services team and Licensed Branch Employees (LBEs) with operational tasks, customer service requests, new account opening/maintenance and product research.

Requirements

• One (1) year of direct customer service and/or sales assistance experience, preferably in a retail, financial institution, or financial services industry setting.
• Proficient skills in MS Office (i.e. Word, Excel, Access, Outlook).
• Excellent verbal and written communication skills.
• Able to work under pressure with multiple deadlines.
• Able to adapt to ongoing rapid change and grasp new processes and issues quickly.
• Able to strictly adhere to policies and procedures within a highly regulated environment.

Nice To Haves

• Possess Hawaii Life and Health licenses or able to obtain licenses within 6 months of hire
• Possess SIE, 7, and 66 licenses within 12 months of hire

Responsibilities

• Provides administrative support to customers, Financial Consultants (FCs), Associate Financial Consultants, and LBEs, which includes, but is not limited to, the following: Answering customer phone calls and emails with requests for account servicing and research, Processing customer service requests, new business, account inquiries and vendor account issue resolution, Assisting FCs with research and problem resolution, Acts as liaison with Broker Dealer back office and vendors.
• Follows up with vendors and operations team regarding pending business, service request completions, agent reassignments, outstanding money movements and commissions.
• Performs operational tasks which includes, but is not limited to, the following: Compilation and verification of monthly FC Reports, Daily wire to Broker Dealer, Daily Commission Deposit BTE posting, Agent reassignments with Broker Dealer and insurance companies, Operational projects as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed