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WAD-FHA(Downtown Honolulu, Oahu)
Monday - Friday 8:00AM - 5:00PM (hours may vary)
At the direction of WAD Middle Office Service Manager, provides general service support to WAD front-line relationship managers in administration of agency accounts. Must be able to meet deadlines and must maintain integrity and produce timely, error free work product. Key staff to work with Pershing Advisory Solution's Service Team.
Bachelor's degree and/or one to two years work experience in financial services (wealth management, trust, banking, brokerage house).
Familiarity with office administration and operations in a financial institution a must.
Familiarity with Trust3000 trust accounting, RMS, and AOA systems and subsystems very desirable.
Advanced PC proficiency in Microsoft Office (Word, Excel, and PowerPoint) a must.