SB Financial Services Manager jobs in Kaneohe, HI

We are looking for a self-motivated and organized Financial Services Administrative Assistant to support a successful Financial Planning practice. This role will collaborate with local and corporate partners to provide a high level of service to our valued clients. This position is ideal for a well-organized person who enjoys multi-tasking in a fast-paced environment. The successful candidate is nimble with technology, has an aptitude for learning and wants to be part of growing into a role. This position is a good balance between team and independent, project-based work. If you are a process driven creative problem solver this role is for you.

In return the right candidate will have flexible hours and a schedule to align with their commitments, if you are looking to return to work or start a career, please contact us. We are a well-established business who proudly services small business owners and multi-generational families in achieving their financial goals, our clients are at the heart of what we do.

In this diverse role, the Financial Services Administrative Assistant will:

· Gain an understanding of all business guidelines and processes across each of the product lines

· Work closely with advisor to understand each facet of the business and drive efficiencies to support the practice

· Maintain a comprehensive knowledge of all products and services offered.

· Manage Salesforce, our client CRM system

· Provide a high level of customer service to existing client base

Qualifications:

Successful candidates will have the following:

· Strong customer service, organizational and critical thinking skills required.

· A strong sense of urgency and responsiveness to customer

· Strong phone, communication and relationship building skills are critical

· Proficient knowledge of Microsoft Office Suite and ability to prioritize assignments, adapt to changing priorities and ability to work under pressure

· Aptitude for learning

Preferred Qualifications:

· Ideally 2 years related experience work experience (financial services or sales support experience strongly desired).

· Experience with Salesforce and/or other CRM platforms is highly preferred

Job Type: Part-Time – 20-30 hours per week
Starting Pay: $18 - $20 per hour with anticipated growth up to $30 per hour by the end of the first year.

Job Type: Part-time

Pay: $18.00 - $20.00 per hour

Expected hours: 20 – 30 per week

Benefits:

• Flexible schedule

Schedule:

• Day shift

Work Location: In person