Administrative Assistant (Financial Planning)

Nov 02 2017
ALTRES Office |Honolulu|Full Time, $16.00 / hour
Job Description

If you love helping people, always have a smile on, and have been complimented on your outstanding organizational skills, you may be exactly who we are looking for to fill this Administrative Assistant position! Financial planning office is looking for an experienced Admin to assist with:

 

  • Completing new investment account paperwork
  • Following up with clients regarding accounts
  • Handling client service requests
  • Maintain company database using CRM
  • Performing data entry and scanning of documents
You will get to work in a small professional office in downtown Honolulu that offers good pay, career growth, and great company culture. If this sounds like a good opportunity for you, don't hesitate to get in touch with us!

 

Required Education and Qualifications:

 

  • Minimum three years of professional office experience
  • Highly organized and attentive to detail
  • Ability to focus on tedious tasks
  • Passion for working with and helping people
  • Knowledge of CRM technology and Microsoft Office applications
  • Excellent verbal and written communication skills
Preferred Qualifications:
  • Experience in a wealth management office