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
ResponsibilitiesExpand 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.
QualificationsThe 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
Skills Required
- Bachelor’s degree in finance, business administration, a related field, or equivalent work experience
- Two years of experience in mutual fund sales, relationship management, or a related role, or at least one year of mutual fund sales and servicing experience involving shareholders and financial advisor outreach
- Experience in a customer-facing role
- Knowledge of the investment industry
- Excellent written, verbal, and interpersonal communication skills, including the ability to explain complex financial concepts in a client-friendly manner
- Ability to exercise discretion regarding confidential matters
- Strong organizational skills and attention to detail, with the ability to manage multiple accounts and priorities
- Familiarity with CRM systems and basic office software, such as Microsoft Office
- Professional behavior and ability to promote positive internal and external working relationships
- Proficiency in Microsoft 365 applications
- Experience in warm calling, sales, or customer service
First Hawaiian Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Hawaiian Bank and has not been reviewed or approved by First Hawaiian Bank.
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Retirement Support — Employer 401(k) match plus an additional fixed contribution through a separate retirement plan indicates strong long‑term savings support.
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Healthcare Strength — Medical, dental with full preventive coverage, vision, and an EAP underscore comprehensive health support.
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Parental & Family Support — A dependent‑care subsidy with employer matching and family‑eligible counseling sessions provide tangible help for childcare and caregiving needs.
First Hawaiian Bank Insights
What We Do
First Hawaiian Bank is Hawaii's oldest and largest financial institution, offering a diversified range of banking services including deposit products, lending, wealth management, and private banking to consumer and commercial customers.
