Mutual Fund Account Administrator

First Hawaiian Inc.; Honolulu (HI); On-site; USD 53,000 - 67,000; Full time

Job summary

First Hawaiian Bank is seeking an experienced Mutual Fund Account Administrator to join our team at the First Hawaiian Center. The role focuses on promptly addressing shareholder concerns while facilitating smooth operations between internal teams and external shareholders.

The ideal candidate will support distribution expansion for Bishop Street Capital Management and coordinate with financial advisors to service shareholders and respond to inquiries about transactions, holdings, and fund

Qualifications

• Bachelor's degree in finance, business administration, related field, or equivalent work experience
• Two years of experience in mutual fund sales or servicing or one year with outreach to shareholders/financial advisors
• Experience in a customer-facing role with strong communication skills
• Knowledge of the investment industry
• Ability to explain complex financial concepts to clients
• Discretion handling confidential matters
• Strong organizational skills with ability to manage multiple accounts
• Familiarity with CRM systems and basic office software
• Maintains professional behavior and collaborates with internal/external teams
• Proficiency in Microsoft 365 applications

Responsibilities

• Expand the distribution channels of mutual fund products and service existing shareholders
• Answer inquiries related to transactions, holdings, and fund information
• Serve as liaison between distribution reps and portfolio managers, compliance, and fund administrators
• Provide recommendations and implement strategies to grow the portfolio
• Address shareholder concerns promptly and facilitate smooth operational processes between internal teams and external shareholders

Skills

Strong communication

Customer-facing experience

Discretion with confidential matters

Organizational skills

Investment industry knowledge

Education

Bachelor's degree in finance or related field

Tools

CRM systems

Microsoft Office

Microsoft 365

Job description

Job Description

First Hawaiian Bank is seeking an experienced Mutual Fund Account Administrator to join our team at the First Hawaiian Center. The ideal candidate will ensure shareholders concerns are addressed promptly, while helping to facilitate smooth operation processes between internal teams and external shareholders.

Compensation

The annual salary range for this role is: $53,000 - $67,000/yr; commensurate with experience

The successful candidate will be hired for the level of the position that aligns with their experience

Responsibilities

Expand the distribution channels of Bishop Street Capital Management and servicing existing shareholders. Works closely with financial advisors and existing shareholders answering inquiries related to transactions, holdings, and fund information. This position will serve as the liaison between Peak-Time Mutual Fund Distribution Representatives and Portfolio Managers of the Fund, Compliance and Fund Administrators to provide recommendations and implement strategies aimed at expanding the portfolio. This role is responsible for ensuring shareholder concerns are addressed promptly while helping facilitate smooth operational processes between internal teams and external shareholders.

Qualifications

The ideal candidate will have:

• Bachelor's degree in finance, business administration, related field, or equivalent work experience
• Two (2) years of experience in mutual fund sales, relationships management or related role OR one (1) + year of experience in mutual fund sales and servicing, inclusive of shareholders and financial advisor outreach
• Experience in a customer-facing role, preferably in warm calling, sales, or customer service
• knowledge of the investment industry
• Excellent written, verbal and interpersonal communication skills with the ability to explain complex financial concepts in a client-friendly manner
• Able to exercise discretion regarding confidential matters
• Strong organizational skills and attention to detail, with the ability to manage multiple accounts and priorities effectively
• Familiarity with CRM systems and basic office software (e.g., Microsoft Office)
• Maintains professional behavior and promotes positive working relationships both internally and externally
• Proficient in Microsoft 365 suite of applications