Operations Coordinator - Investment Services

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.

• 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

• One (1) year of
  • Direct customer service and/or sales assistance experience, preferably in a retail, financial institution, or financial services industry setting.

• 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.

• 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)

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.