Financial Services Associate

Responsibilities: Process applications with precision and efficiency Manage underwriting process and take action to move cases forward Process service requests such as name and address changes, beneficiary changes, and billing updates Collaborate with partners to develop high-quality financial plans Prepare and manage process of opening investment accounts Prepare and manage client communications Prepare Envestnet proposal for Advisory clients. Prepare Morningstar reports Prepare materials for quarterly and annual reviews: investment summary, consolidated investment reports Organize, manage, and coordinate back-office insurance and investment account services and support Thoroughly document case notes, thought process, and analysis, and assumptions General account servicing as directed by advisor Be the backup support for processing inbound checks, as needed Other projects assigned by leadership Qualifications:2+ years of professional experience in a process-focused role (banking, mortgage, title/escrow, financial services)Team player with a customer service mindset Strong attention to detail and ability to manage multiple tasks Excellent communication and problem-solving skills Able to maintain confidentiality Tech savvy and comfortable learning new systems  Compensation & Benefits Package: Annualized Salary of $60,000 + more earning potential when licenses are acquired Additional Incentive Compensation $5,000-$10,000 Medical InsuranceFSAVision & Dental Insurance Short-Term Disability Insurance Group Long-Term Disability Insurance Group Life Insurance•3% Automatic Safe Harbor 401(k) contribution Employer-sponsored licensing, professional development, and education opportunities Competitive PTO and 11 paid holidays 100% employer paid parking at Harbor Court The position would work in our office in the Mauka Tower of the Pacific Guardian Center at 737 Bishop Street Honolulu, HI 96813.