Overview
Client Relationship Manager Jobs in Honolulu, HI at Yim Investment Mgmt
Career development position of an Administrative Assistant to perform a variety of financial and investment administrative clerical support. We are licensed investment advisers appointed by major national broker dealers and local affiliates.
Duties of the Administrative Assistant include:
1. Provide support to our managers assisting in daily general office and client needs
2. Preparing client investment account reports and maintaining appropriate Client Relationship Management systems
3. Communicate with accurate English oral and written skills
4. Work with computer experience and applications, ie: MS Excel
5. Ability to work with basic office equipment ie: scanner, copier, etc.
Ultimately, a successful Admin Assistant should ensure the efficient and smooth day-to-day operation of our firm.
Responsibilities:
- Answer and direct phone calls
- Organize and schedule appointments
- Prepare, plan meetings and follow up reports
- Write and distribute email, correspondence memos, letters, faxes and forms
- Assist in the preparation and updates of account[s]
- Update a CRM [Client Relationship Management] system
- Maintain office policies and procedures
- Maintain contact lists
- Provide admin and staff support as a participant of our team
- Act as the point of contact for internal and external investment clients
Skills
- Proven experience as an administrative assistant or office admin assistant
- Knowledge of office management systems and procedures
- Working knowledge of office equipment; scanners, printers and fax machines
- Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
- Excellent time management skills and the ability to prioritize work
- Attention to detail and problem solving skills
- Excellent written and verbal communication skills
- Strong organizational skills with the ability to multi-task
- High School and/or college degrees, and/or finance/business background,
- Additional qualification[s] as an administrative assistant or secretary will be a plus
Job Type: Full-time
Pay: $43,500.00 – $65,500.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Work Location: In person
Title: Client Relationship Manager
Company: Yim Investment Mgmt
Location: Honolulu, HI
Category:
