Jobs · Hawaii

Mutual Fund Account Administrator

First Hawaiian Bank · Honolulu, HI · 1 wk ago
On-site$53k–$67k/yrFull-time
Job Description First Hawaiian Bank is seeking an experienced Mutual Fund Account Administrator to join our team at the First Hawaiian Center. The ideal candidate will ensure shareholders concerns are addressed promptly, while helping to facilitate smooth operation processes between internal teams and external shareholders. Compensation The annual salary range for this role is: $53,000 - $67,000/yr; commensurate with experience The successful candidate will be hired for the level of the position that aligns with their experience Responsibilities Expand the distribution channels of Bishop Street Capital Management and servicing existing shareholders. Works closely with financial advisors and existing shareholders answering inquiries related to transactions, holdings, and fund information. This position will serve as the liaison between Peak-Time Mutual Fund Distribution Representatives and Portfolio Managers of the Fund, Compliance and Fund Administrators to provide recommendations and implement strategies aimed at expanding the portfolio. This role is responsible for ensuring shareholder concerns are addressed promptly while helping facilitate smooth operational processes between internal teams and external shareholders. Qualifications The ideal candidate will have: Bachelor's degree in finance, business administration, related field, or equivalent work experienceTwo (2) years of experience in mutual fund sales, relationships management or related role OR one (1) + year of experience in mutual fund sales and servicing, inclusive of shareholders and financial advisor outreachExperience in a customer-facing role, preferably in warm calling, sales, or customer service knowledge of the investment industry Excellent written, verbal and interpersonal communication skills with the ability to explain complex financial concepts in a client-friendly mannerAble to exercise discretion regarding confidential mattersStrong organizational skills and attention to detail, with the ability to manage multiple accounts and priorities effectivelyFamiliarity with CRM systems and basic office software (e.g., Microsoft Office)Maintains professional behavior and promotes positive working relationships both internally and externally Proficient in Microsoft 365 suite of applications

Similar jobs

Funds Administrator

MAI Capital ManagementIndependence, OH· 4 mo ago
Financeapply on workforcenow.adp.com

Fund Administrator

U.S. BankMilwaukee, WI· 3 mo ago
Sales$60k–$71k/yrapply on careers.usbank.com

Fund Administrator

Capital Search GroupMcLean, VA· 1 mo ago
Financeapply on capitalsearch.com

Fund Administrator

U.S. BankBoston, MA· 2 mo ago
Finance$76k–$89k/yrapply on careers.usbank.com

Fund Administrator

Centrum Direct LimitedCredit River, MN· 3 mo ago
Financeapply on centrum.co.in