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Service Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Honolulu, HI is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today! The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals; 2) processing new business applications for this base

Job Description Under the direction of the Manager or Supervisor, this position is responsible for certain month end closing procedures, financial and statistical reporting variances and trend analysis for the Trust Services Group. Ensures services meet the quality expectations of our customers in accordance with and in support of department and division activities and objectives. Responsibilities Ensures that the month end closing processing, financial and statistical reports, and analysis are produced in a timely and accurate manner. Keeps abreast of regulatory reporting requirements, accounting and financial reporting requirements, and communicates any new pronouncements and changes to the staff and management. Prepares and analyzes calendared reports for Federal Financial Institutions Examination Council (FFIEC), Securities and Exchange Commission (SEC), and other agencies. Completes various memos, reports, balancing functions, and internal and external correspondence, as appropria

Primary Purpose of Job Provides operational support to Financial Consultants (FCs), Associate Financial Consultant (AFCs), and Licensed Branch Employees with customer service requests, finding new leads by mining the FCs book as well as partnering with the branches, new account opening/maintenance, and product research. Follows up on pending business, money movement and commissions, provides administrative assistance and acts as liaison with B/D (Broker/Dealer) back office and vendors. Major Job Accountabilities Provides administrative support to assigned Financial Consultants and LBEs, which includes but is not limited to the following: providing sales materials and supplies to field offices answering day-to-day reference questions on product and program changes, processes and systems processing customer service requests, new business, account inquiries and vendor account issue resolution assists in generating financial plans compiles and submits monthly reports ensures the ASB/Inv Se

Overview: PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. Take Control of the Market and Grow your Business with PRMG Service your Referral Partners with Confidence! Work from your own private office centrally located on Oahu Have the greatest Technology Stack in the industry Close loans in 49 states Offer In-house programs & broker capability Access non-QM to include No Ratio, Stated Income & Bank Statement Programs Leverage On Site local processing Compete with the Best pricing in the Islands & across the nation Honor all DU/ LP eligible regardless of DTI (no overlays) Close Conventional, FHA, VA & USDA & Non QM Leverage Homestyle Renovation & FHA 203k Offer Jumbo, Portfolio, Vacant lots & Construction loans MCC participating lender C& C Down payment participating lender XINNIX Training Programs MBS Highway Total Expert

Introduction: At Risk Placement Services, we're more than just a team we thrive on collaboration, creativity, and tackling challenges head-on. Our culture fosters an environment where every idea counts, and every individual's contribution matters. Step into a world of excitement and innovation as we work with top-rated carriers to design robust coverage for our clients. Unleash your potential and join our spirited team, where you'll have the freedom to explore and the support to grow. We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply. How you'll make an impact: Risk Placement Services, Inc. is one of the nations largest Specialty Wholesale Insurance Brokerage firms. We work with top-rated carriers to design robust coverage for our clients. Our employees are fueled by a culture built around teamwork, creativity and responsiveness. Position Summary: The Underwriter/

Job Summary $60K 10% of first month's rent on new accounts 10% lease fee for new 12 month leases 50% split on real estate sales Parking stall-downtown Honolulu Property manager for long term rental leasing, maintenance and Property Inspections - Property Manager with active Hawaii Real Estate License to assist with leasing operation for our Oahu and Kona portfolio of active long-term rentals. Seeking experience in residential property management with maintenance knowledge. Must enjoy working with a team and taking care of our clients and tenants. Outstanding management and customer service for long-term Rental Portfolio, Owners, and Tenants. Reports directly to the Principal Broker and/or Broker in Charge for all branch procedures. Assist Branch Manager/BIC and property manager to inspire small team on three islands in comfortable downtown Honolulu office setting. Business Development and maintain local relationships. AppFolio experience preferred. All aspects of leasing residential pr

Job Description Under the direction of the team leader or manager, this position is involved in the process and review of individual and institutional accounts by ensuring that these accounts maintain a high level of consistency with respect to asset allocation, policy objectives and investment returns. Responsibilities Supports Portfolio Managers in their daily portfolio management duties. This includes: Maintaining and generating reports from the portfolio management and related systems to facilitate the investment process, improve efficiency, and mitigate risks. Executing accurate rebalances of client accounts on an ad hoc or large scale basis. Maintaining investment portfolio composites, which are target portfolios for client accounts, to ensure accuracy and to implement any changes to asset allocation or manager selection. Providing ongoing review of client accounts for policy exceptions and compliance and coordinates actions required to resolve issues that arise, including mainta

Job Description Under the direction of the Personal Trust Department Manager, this position will be responsible for the efficient administration of Fiduciary accounts where the bank is acting as trustee, personal representative, conservator, guardian or agent. Provides relationship management skills, advice and guidance in the area of fiduciary administration. Provides a high level customer service to clients, attorneys, Certified Public Accountants, financial advisors and beneficiaries relating to these accounts. Administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. Shares responsibility for soliciting, developing, managing and retaining client relationships for Personal Trust. Assists in business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Se