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Mutual Fund Account Administrator

First Hawaiian Bank
Honolulu, USA
Full-time
Mid
Onsite
Discovered 1 weeks ago
Communication

Full Job Posting

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

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.

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