Administrative Specialist - Wealth Management Service Center

Company: Bishop & Company
Location: Honolulu
Posted on: February 8, 2025

Job Description:

Job Description

The following information provides an overview of the skills, qualities, and qualifications needed for this role.


#21782

Bishop & Company is seeking an Administrative Specialist for a Wealth Management Service department for a financial organization in Honolulu.
Summary:
This is a role that would sit at the front desk. They would be responsible for the administrative function of the department, in addition to assisting with reporting duties.

Duties: Provides extensive staff and administrative support for Wealth Management Group's
-Assists in the scheduling of committee meetings and maintains important dates and deadlines
-Coordinates logistics for committee meetings, including room reservations, virtual meeting setup, and notification to attendees.
-Compiles, reviews, and distributes meeting materials to committee members and other relevant parties. Coordinates additional review of materials as needed.
-Prepares and distributes meeting agendas and minutes in a timely manner.
-Acts as a point of contact for any questions and performs follow-up.
-Assists in drafting committee-related correspondence, reports, and presentations as needed.
Administers the Front Desk as the receptionist while providing administrative support to other business units of the Wealth Management Group
-Serves as central support for all phone inquiries, screening and redirecting as necessary.
-Manages "in-person" pickup and deliveries.
-Coordinates all Total Wealth online set ups, password resets, and secures technical support.
Provides other administrative support to the Wealth Management Service Center

Reviews obituaries against the Wills & Trusts database and provides files to Personal Trust as needed.
Processes vendor invoices and other staff expenses for payment or reimbursement.
Maintains Wealth Management Group's Authorized Signature Lists
Frequent contact with personnel at all levels, including senior management, Board of Directors, or Trustees.


Minimum Qualifications: High School diploma required.
3 years of experience in office administration required.
Familiarity with office administration and operations in a financial institution.
Knowledge of wealth management (personal trust, institutional trust, custody and agency administration) and other related bank products and services preferred not required.


Additional Information: Job Type: Temporary with potential for temp-hire
Pay: $21/hr
Location: Honolulu, 96813
Parking: not provided
Benefits: Bishop & Company offers its temporary and contract employees attractive, competitive benefits, including paid holidays, paid vacation, health insurance, and matching 401k plan for all those who qualify!

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

Keywords: Bishop & Company, Honolulu , Administrative Specialist - Wealth Management Service Center, Executive , Honolulu, Hawaii