Executive Assistant - Hawaii

About the Role

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. This is an opportunity to 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.

Responsibilities

• 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

Requirements

• 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

Pay

Full-time, hourly rate of $25-35/hr with bonus opportunity.

Schedule

Flexible schedule with remote work options; some in-person requirements. Generous scheduling flexibility with unpaid time off available upon approval.

Benefits

• Medical, Dental, and Vision coverage (higher hourly pay if benefits are not needed)