Operations Assistant

Island Wealth Management is an investment management and multi-generational planning firm committed to supporting the unique needs of island families, small businesses, and individuals. We believe in providing objective advice and personalized roadmaps to help clients achieve their personal goals and dreams. Building long-term relationships with our clients and their families is central to our mission of making a positive impact.

Located in Honolulu, HI, we emphasize providing exceptional client service and fostering trust to enhance financial well-being.

This is a full-time, on-site role located in Honolulu, HI for an Operations Assistant. The Operations Assistant will oversee daily operational tasks, assist in managing client accounts, coordinate office functions, and ensure the smooth operation of workflows and processes. The individual will provide excellent customer service, facilitate communication with clients, and ensure compliance with company policies and procedures. The role involves working collaboratively with team members to ensure operational efficiency and exceptional service delivery.

• Strong skills in Operations and Operations Management to efficiently oversee and improve workflows and processes.
• Excellent Analytical Skills with the ability to evaluate processes and improve operational efficiency.
• Effective Communication skills for professional interactions with clients and team members.
• Customer Service experience to ensure client satisfaction and relationship building.
• Additional qualifications such as a Bachelor’s degree in Business Administration or related field are preferred but not mandatory.