Wealth Management Associate
55 Merchant Street Suite 1930 Honolulu, HI 96813 US
Job Description
Bishop & Company is on the hunt for a Wealth Management Associate to support a Private Wealth Management office in the vibrant heart of downtown Honolulu. If you thrive in a fast-paced environment and love collaborating with a dynamic team, this could be the opportunity for you!
- Providing support to team members, i.e., scheduling client meetings/zoom meetings/conference calls, maintaining calendars, preparing conference room for in-house client meetings, greeting clients and visitors, printing, copying, scanning documents
- Sending quarterly management fee statements to clients, following up with clients on completed wire transfers, communicating with internal team on client accounts, transfer of assets, etc., This will include incoming/outgoing physical mail, scanning, answering incoming calls, etc.,
- Client Onboarding support which will consist of supporting Operations Manager with preparing and sending New Account/Transfer paperwork to clients, overseeing transfer of assets, working with our back office on all Operation tasks related to client accounts (i.e., opening client accounts, account maintenance and updates, etc.,), checking Custodian alerts for errors and addressing any issues by responding and sending missing information,
- Track, monitor, and distribute all tax documents and other requests made by the client and/or their accountants.
Qualifications:
- Proficiency in Word, Excel, Outlook Exchange, and DocuSign
- Detail-oriented and good organization is a must
- Strong written/verbal communication skills
- Work effectively with all levels of personnel as part of a team and individually
- Displays integrity and accountability
- Must adhere to confidentiality practices and guidelines
- Flexible to work beyond normal business hours (if and when needed)
- Ideally a minimum of 2 years of Operations experience in Financial Industry
- $48-60K annually, dependent on experience.
- Enjoy working in downtown Honolulu with parking provided.
- An excellent benefits package to support your health and wellbeing.
Bishop & Company provides recruiting and placement services for client companies and opportunities for job seekers throughout Hawaii. We charge no fees to candidates and our client services are 100% guaranteed.
Please forward resumes to:
Bishop & Company
Phone: 808-839-2200
Website: http://www.bishopco.net/
Location: Honolulu, HI
***No relocation, In-state applicants only. Must be available to interview immediately.***
Equal Opportunity Employer – Disability and Veteran