Executive Assistant

Equitable Advisors; Honolulu (HI); On-site; USD 34,440 - 48,216; Full time

Benefits offered by this job

Medical

Dental

Vision

Remote work

Flexible schedule

Bonus potential

Job summary

Equitable Advisors is seeking a full-time Executive Administrative Assistant to support two senior financial advisors in a Hawaii-based wealth management practice. The role offers remote flexibility with occasional in-person work and emphasizes organization, communication, and client service.

You will manage scheduling, data entry, document handling, and confidential client services, coordinating with internal teams to ensure timely account servicing and smooth daily operations.

Qualifications

• Experience in office management or administrative roles.
• Proficient in MS Word, Excel, PowerPoint and Teams.
• Excellent organizational and multitasking abilities.
• Strong written and verbal communication skills.
• Ability to maintain confidentiality and handle client information.

Responsibilities

• Coordinate client communications and scheduling, including reminders and document follow-ups.
• Handle data entry and paperwork with accuracy while maintaining confidentiality.
• Provide professional phone and email support to clients.
• Collaborate with internal teams to service accounts and resolve requests.
• Support two senior financial advisors and ensure smooth daily operations.

Skills

Office management

Data entry

Microsoft Word

Microsoft Excel

Microsoft Teams

Typing

Communication

Time management

Tools

Microsoft Word

Excel

PowerPoint

Microsoft Teams

Job description

• Full-time Executive Administrative Assistant supporting two senior financial advisors at a privately-owned wealth management practice affiliated with Equitable Advisors that advises over $150M in client assets.

Reporting to: Ryan Oda

The Opportunity

• Join a close-knit financial planning team where your organization and communication directly drive the practice's success. Ideal for a proactive self-starter who values remote flexibility and wants to grow a career in office administration without micromanagement.

Responsibilities

• Manage client communications and scheduling: appointment coordination, calendar management, meeting reminders, and follow-up for required documents and signatures
• Support client account administration through accurate data entry, preparation and processing of paperwork, and document management while maintaining strict confidentiality
• Deliver exceptional client service by professionally handling phone calls, emails, and client inquiries
• Coordinate with internal departments and service teams to facilitate account servicing, paperwork processing, and timely resolution of client requests
• Provide executive administrative support to the two senior financial advisors and help ensure efficient day-to-day operation of the practice

Qualifications

• Proven experience in office management or administrative roles; clerical experience preferred
• Strong computer literacy including Microsoft Office (Word, Excel, PowerPoint), Microsoft Teams, data entry, and typing skills
• Excellent organizational skills with the ability to multitask effectively in a fast-paced environment
• Exceptional written and verbal communication skills, professional and courteous via email and phone
• Strong time management to prioritize tasks and meet deadlines consistently
• Full-time, hourly $25-35/hr with bonus opportunity
• Flexible schedule / work from home; remote with some in person
• Generous scheduling flexibility with unpaid time off available upon approval
• Medical / Dental / Vision (higher hourly pay if not needed)