Financial Office Coordinator - Growth & Operations

ADP, Inc.; Honolulu (HI); On-site; USD 50,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with matching

Profit sharing

Parking allowance

Paid vacation and holidays

Job summary

E.A. Buck and Federal Benefits Made Simple is seeking an Office Coordinator to support our Honolulu, HI location with a focus on organizational excellence and client service.

The role involves office management, CRM maintenance, and collaboration with marketing efforts to streamline operations. Ideal candidates will have a background in finance, strong computer skills, and the ability to work in a fast-paced, collaborative environment.

Qualifications

• Three years of financial industry experience preferred.
• Series 65 or comparable licenses preferred.
• Advanced computer skills.
• Associates degree or above.

Responsibilities

• Office management and onboarding of new employees; primary contact for office management.
• Provide client service; respond to client questions and process documents.
• Maintain software, hardware and CRM; onsite go-to person for technical questions.
• Support marketing operations: webinars, event equipment inventory, invitations to prospects.
• Solve problems and educate team on updated solutions and processes.
• Organize and oversee special projects.

Skills

Advanced computer skills

Organizational skills

Communication skills

Education

Associates degree or above

Three years financial industry experience

Tools

CRM

Office software

Job description

E.A. Buck and Federal Benefits Made Simple is seeking an Office Coordinator to support our Honolulu, HI location with a focus on organizational excellence and client service.

The role involves office management, CRM maintenance, and collaboration with marketing efforts to streamline operations. Ideal candidates will have a background in finance, strong computer skills, and the ability to work in a fast-paced, collaborative environment.