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Open nowPosted 2 days ago

Mutual Fund Account Administrator

First Hawaiian Bank121 open roles

Where
Honolulu, HI, United States
Work mode
On site
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Your applicationOpen nowMutual Fund Account AdministratorFirst Hawaiian Bank · Honolulu, HI, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on First Hawaiian Bank's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

10.1% of postings close within 7 days. Measured by our own scanner across the market. First Hawaiian Bank postings stay open a median of 6 days.

Share of postings closed within
  1. 2.0%1 day
  2. 4.0%3 days
  3. 10.1%7 days
  4. 15.8%14 days
  5. 34.0%30 days
This job: posted 2 days ago

First Hawaiian Bank median: 6 days open

The posting

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 experience
  • Two (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 outreach
  • Experience 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 manner
  • Able to exercise discretion regarding confidential matters
  • Strong organizational skills and attention to detail, with the ability to manage multiple accounts and priorities effectively
  • Familiarity 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
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    Written against First Hawaiian Bank's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on First Hawaiian Bank's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    First Hawaiian Bank's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

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