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Operations Associate

CKW Financial Group
Honolulu, HI Full Time
POSTED ON 5/19/2024

Registered Investment Advisor (RIA) is seeking an efficient, detail-oriented, and self-motivated Operations Associate to join a growing, client-focused financial services company. The prospective individual must have a friendly and pleasant demeanor and must be comfortable interacting with clients at all levels as they will be the first impression of the company. Additionally, qualified individuals will demonstrate ability to work independently and in a group environment.

Position Responsibilities:

· Comfortable interacting with individuals by phone, email, in-person, etc.

· Ability to handle sensitive and/or confidential documents and information

· Learn key software platforms used by the financial services industry

Position Qualifications:

· Strong written and verbal communication skills

· Analytical and detail oriented

· Ability to be flexible and work under deadlines

· Ability to take accountability & ownership of tasks

· Experience with Microsoft Excel, Word, PowerPoint, and Outlook is beneficial

· 1 year of office experience preferred

· 2 year college degree (Business or Math majors preferred)

· New graduates are welcome

Employee Benefits:

· Learn personal financial proficiency

· Full Medical, dental, and vision

· 401K profit sharing plan

· Paid holidays & vacation

· Educational & training courses provided

Job Type: Full-time

Pay: From $40,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • On-the-job training
  • Paid time off
  • Paid training
  • Vision insurance

Payment frequency:

  • Paid semi-monthly

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Travel requirement:

  • No travel

Ability to Commute:

  • Honolulu, HI 96813 (Required)

Work Location: In person

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