Honolulu Financial Services Admin & Client Support

Northwestern Mutual; Honolulu (HI); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial institution in Honolulu is seeking a full-time Financial Services Assistant. This role involves providing administrative support to a financial advisor, coordinating client communications, preparing financial documentation, and ensuring top-tier customer service. Strong analytical and communication skills are essential, along with proficiency in Microsoft Office. A high school diploma is required, while a degree in a related field is a plus. The position demands attention to detail and effective collaboration within a growing team.

Qualifications

• Experience in a financial or administrative role is preferred.
• Proficiency in Financial Services and Finance principles.

Responsibilities

• Provide administrative support to a financial advisor.
• Coordinate client communications and prepare financial documentation.
• Handle inquiries and perform data entry.
• Assist with account management and scheduling.

Skills

Strong Analytical Skills

Exceptional Communication

Customer Service Skills

Attention to Detail

Time Management

Multi-tasking Abilities

Education

High school diploma or equivalent

Associate's or Bachelor's degree in finance, business, or related field

Tools

Microsoft Office Suite

Job description

A leading financial institution in Honolulu is seeking a full-time Financial Services Assistant. This role involves providing administrative support to a financial advisor, coordinating client communications, preparing financial documentation, and ensuring top-tier customer service. Strong analytical and communication skills are essential, along with proficiency in Microsoft Office. A high school diploma is required, while a degree in a related field is a plus. The position demands attention to detail and effective collaboration within a growing team.