## Job Overview
We are seeking a dedicated assistance to join our trust administration team. In this role, you will help manage and oversee financial assets on behalf of clients, requiring a solid understanding of wealth management, investment strategies, and financial services. We will provide on-the-job training to support your development.
## Responsibilities
- Build and maintain strong relationships with clients to understand their financial goals and needs.
- Assist in managing investment portfolios to make strategic financial decisions.
- Support financial analysis to assess and optimize investment opportunities.
- Ensure compliance with the Bank Secrecy Act and other financial regulations
## Requirements
- Interest in finance, or related field.
- Preferred experience in investment management, portfolio management, or related areas
- Willingness to learn about financial analysis and account management
- Excellent communication and interpersonal skills for effective relationship management
- Familiarity with the Bank Secrecy Act and other financial regulations is preferred but training will be provided.
-Knowledge: Outlook, Excel, Word, Adobe.
Job Type: Full-time
Pay: $45,000.00 - $48,000.00 per year
Benefits:
- 401(k)
- Flexible spending account
- Life insurance
- Retirement plan
Physical Setting:
Experience:
- Finance: 1 year (Preferred)
Ability to Commute:
- Honolulu, HI 96813 (Required)
Ability to Relocate:
- Honolulu, HI 96813: Relocate before starting work (Required)
Work Location: In person
