Executive Assistant - Hawaii

• Full-time Executive Administrative Assistant supporting two senior financial advisors at a privately-owned wealth management practice affiliated with Equitable Advisors that advises over $150M in client assets.

Reporting to:
Ryan Oda

• Join a close-knit financial planning team where your organization and communication directly drive the practice's success. Ideal for a proactive self-starter who values remote flexibility and wants to grow a career in office administration without micromanagement.

• Manage client communications and scheduling: appointment coordination, calendar management, meeting reminders, and follow-up for required documents and signatures
• Support client account administration through accurate data entry, preparation and processing of paperwork, and document management while maintaining strict confidentiality
• Deliver exceptional client service by professionally handling phone calls, emails, and client inquiries
• Coordinate with internal departments and service teams to facilitate account servicing, paperwork processing, and timely resolution of client requests
• Provide executive administrative support to the two senior financial advisors and help ensure efficient day-to-day operation of the practice

• Proven experience in office management or administrative roles; clerical experience preferred
• Strong computer literacy including Microsoft Office (Word, Excel, PowerPoint), Microsoft Teams, data entry, and typing skills
• Excellent organizational skills with the ability to multitask effectively in a fast-paced environment
• Exceptional written and verbal communication skills, professional and courteous via email and phone
• Strong time management to prioritize tasks and meet deadlines consistently
• Full-time, hourly $25-35/hr with bonus opportunity
• Flexible schedule / work from home; remote with some in person
• Generous scheduling flexibility with unpaid time off available upon approval
• Medical / Dental / Vision (higher hourly pay if not needed)