Operations Assistant

Company Description

At Island Wealth Management, we prioritize building long-term relationships with our clients and their families. As an investment management and multi-generational planning firm, we serve island families, small businesses, and individuals by creating customized plans to help them achieve their personal goals and dreams. Our commitment is to make a positive difference in the lives of the families we serve.

Role Description

This is a full-time on-site role for an Operations Assistant, located in Honolulu, HI. The Operations Assistant will perform day-to-day tasks including assisting with daily operations, providing exceptional customer service, supporting operations management, and utilizing analytical skills to solve problems and improve processes. The role also requires effective communication with clients and team members.