- Operations and data entry skills
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Customer service orientation
- Attention to detail and accuracy
- Ability to work effectively in a team
- Proficiency in Microsoft Office Suite
- Experience in the financial industry is a plus
- Bachelor's degree (Business or Math majors preferred)
- New graduates are welcome
- Learn personal financial proficiency
- Full Medical, dental, and vision
- 401K profit sharing plan
- Paid holidays & vacation
- Educational & training courses provided
Operations Associate - Hawaii, United States - CKW Financial Group
1 month ago
Description
Company Description
CKW Financial Group is a Registered Investment Advisor located in Honolulu, HI. The firm specializes in discretionary strategic balanced portfolio management and investment consulting services. CKW is seeking an efficient, detail-oriented, and self-motivated Operations Associate to join a growing, client-focused financial services company. The prospective individual must have a friendly and pleasant demeanor and must be comfortable interacting with clients at all levels as they will be the first impression of the company. Additionally, qualified individuals will demonstrate ability to work independently and in a group environment. .
Role Description
This is a full-time on-site role for an Operations Associate. The Operations Associate will be responsible for day-to-day tasks related to operational support, including data entry, record keeping, report generation, and client communication. This role requires attention to detail and effective collaboration with team members.
Qualifications
Employee Benefits: