Operations Associate

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

Job Description:

Job Description

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#21528
Operations Associate

Bishop & Company is seeking a bright, energetic, and friendly Operations Associate to provide support at the Private Wealth Management office in downtown Honolulu. The ideal candidate should possess at least two years of administrative support experience in a corporate environment.

Responsibilities:

--- Monitoring and sending emails to/from clients and between internal team members. This will include incoming/outgoing physical mail, fax, scanning, answering incoming calls, and checking voicemail.
--- Providing administrative support to team members, such as scheduling client meetings/conference calls, maintaining calendars, preparing the conference room for meetings, greeting clients and visitors, printing and copying documents, and managing business/travel expenses for team members.
--- Assisting Wealth Management Team, Sales, & Operations in servicing prospects/clients, focusing on operational excellence and customer service. The work will include preparing and sending New Account paperwork, following up with clients, and working with our back-office team on all Operation tasks related to client accounts (i.e., account paperwork, opening/updating client accounts, etc.).



Minimum Qualifications:
--- Proficiency in Word, Excel, and Outlook Exchange required.
--- A minimum of 2 years of work experience in a professional corporate environment.
--- New graduates who desire to be in the financial services industry are encouraged to apply.
--- Strong written/verbal communication skills.
--- Detail-oriented and good organization.
--- Enjoys collaborating with a team.
--- Ability to multi-task and work in a fast-paced environment.
--- Interest in the financial services industry.
--- Displays integrity and professionalism.
--- Ability to adhere to confidentiality practices and guidelines.
--- Flexible to work beyond regular business hours (if needed).

Additional Information:
Job Type: Direct-Hire opportunity
Pay: $48-60K annually, DOE
Location: Honolulu,96813
Parking: provided
Benefits: Excellent benefits package!


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

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