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HomeCompanies00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001Sales Assistant - Investment Services

Sales Assistant - Investment Services

00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001 · Honolulu, HI, US, Honolulu, HI · Active · $40,000–$58,000 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
Company00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001
TitleSales Assistant - Investment Services
Normalized title-
Department / team-
LocationHonolulu, HI, United States
Work model-
Employment type-
Salary$40,000–$58,000 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2024-11-14 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from 00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Honolulu.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company00412a20 C4c9 4058 A872 Befbe89e2d6f 19000101 000001
Source0994c7ed-1219-43dd-a055-588e5237745f
ATS providerADP Workforce Now Recruiting

Description

Primary Purpose of Job Provides operational support to Financial Consultants (FCs), Associate Financial Consultant (AFCs), and Licensed Branch Employees with customer service requests, finding new leads by mining the FCs book as well as partnering with the branches, new account opening/maintenance, and product research. Follows up on pending business, money movement and commissions, provides administrative assistance and acts as liaison with B/D (Broker/Dealer) back office and vendors. Major Job Accountabilities Provides administrative support to assigned Financial Consultants and LBEs, which includes but is not limited to the following: providing sales materials and supplies to field offices answering day-to-day reference questions on product and program changes, processes and systems processing customer service requests, new business, account inquiries and vendor account issue resolution assists in generating financial plans compiles and submits monthly reports ensures the ASB/Inv Sev Disclosure form is completed with every New Account Application Assisting FCs in research and problem resolution. EnAct entry, maintenance, and updates as necessary Follows up on pending business, service request completions, outstanding money movements and commissions with vendors and operations team. Participates in FC customer relationship management and maintenance to include mailings, promotions, seminars, and periodic service calls. Uncovers new leads through the use of the tools and resources provided by the branch partnership (ex. CD lists), and B/D (ex. RightBridge), and vendor partners (ex. Existing client book). Provides branch referral trainings during branch huddles to increase awareness and education of our program. Engages in other revenue generating activities as required to promote the program’s vision. Experience Required Minimum one (1) year of direct customer service and/or sales assistance experience, preferably in a retail, financial institution or financial services industry setting. Required Skills Or Training Proficient skills in MS Office (i.e. Word, Excel, Access, Outlook).Strong verbal and written communication skills. Ability to work under pressure with multiple deadlines, use judgment or discretion within own scope of authority. Works with minimum supervision, follows instructions, works cooperatively with others as part of a larger team. Able to adapt to ongoing rapid change and grasp new processes and issues quickly. Able to strictly adhere to policies and procedures within a highly regulated environment. Professional Certifications, Licenses, And/or Registration Requirements Current Hawaii Life and Health licenses EOE, including disability/veterans At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling 808-538-2000 and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!

Full job record

Job ID1484a0709fb5282a9ea162dac548867b7f4eab53
Org IDa15a3f8e-c869-4011-a94d-5c1eec6c800d
Source ID0994c7ed-1219-43dd-a055-588e5237745f
Board ID0994c7ed-1219-43dd-a055-588e5237745f
Provideradp_workforcenow
Provider Job Key535823
TitleSales Assistant - Investment Services
Normalized Title
Statusactive
Activeyes
Location TextHonolulu, HI, US, Honolulu, HI
Department
Team
Employment Type
Workplace Type
Remote Policy
CountryUnited States
RegionHI
CityHonolulu
Salary Raw40000.00 To 58000.00 (USD) Annually
Salary Min40,000
Salary Max58,000
Salary CurrencyUSD
Salary Periodyear
Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=00412a20-c4c9-4058-a872-befbe89e2d6f&ccId=19000101_000001&lang=en_US&type=JS&jobId=535823&jwId=9200773336247_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=00412a20-c4c9-4058-a872-befbe89e2d6f&ccId=19000101_000001&lang=en_US&type=JS&jobId=535823&jwId=9200773336247_1
First Seen At2026-05-31 18:11:15Z
Last Seen At2026-06-06 12:36:16Z
Last Checked At2026-06-06 12:36:16Z
Last Changed At2026-06-06 12:36:16Z
Inactive At
Source Posted At2024-11-14 00:40:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=00412a20-c4c9-4058-a872-befbe89e2d6f|19000101_000001/date=2026-06-06/2026-06-06T12-36-15-790Z-5db1240aa4ce0f317460cd8059b6ef574b8e72ab83b928fb58e0de0b43c80bf3.json
Event Fields
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}
Parsed Structured
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Extensions
{}
Native Structured
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