Operations Coordinator - Investment Services in Honolulu, Hawaii at American Savings Bank
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Job Description
Primary Purpose of Job
Supports the Investment Services team and Licensed Branch Employees (LBEs) with operational tasks, customer service requests, new account opening/maintenance and product research.
Major Job Accountabilities
- Provides administrative support to customers, Financial Consultants (FCs), Associate Financial Consultants, and LBEs, which includes, but is not limited to, the following
- Answering customer phone calls and emails with requests for account servicing and research
- Processing customer service requests, new business, account inquiries and vendor account issue resolution
- Assisting FCs with research and problem resolution
- Acts as liaison with Broker Dealer back office and vendors
- Follows up with vendors and operations team regarding pending business, service request completions, agent reassignments, outstanding money movements and commissions.
- Performs operational tasks which includes, but is not limited to, the following:
- Compilation and verification of monthly FC Reports
- Daily wire to Broker Dealer
- Daily Commission Deposit BTE posting
- Agent reassignments with Broker Dealer and insurance companies
- Operational projects as assigned
Experience Required
- One (1) year of:
- Direct customer service and/or sales assistance experience, preferably in a retail, financial institution, or financial services industry setting.
Required Skills or Training
- Proficient skills in MS Office (i.e. Word, Excel, Access, Outlook).
- Excellent verbal and written communication skills.
- Able to work under pressure with multiple deadlines.
- Able to adapt to ongoing rapid change and grasp new processes and issues quickly.
- Able to strictly adhere to policies and procedures within a highly regulated environment.
Professional Certifications, Licenses, and/or Registration Requirements
- Possess Hawaii Life and Health licenses or able to obtain licenses within 6 months of hire (preferred)
- Possess SIE, 7, and 66 licenses within 12 months of hire (preferred)
EOE, including disability/veterans
At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling 808-538-2000 and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!