Operations Associate
📋 Role Overview & Responsibilities
Company DescriptionCKW Financial Group is a Registered Investment Advisor located in Honolulu, HI. The firm specializes in discretionary strategic balanced portfolio management and investment consulting services. CKW is seeking an efficient, detail-oriented, and self-motivated Operations Associate to join a growing, client-focused financial services company. The prospective individual must have a friendly and pleasant demeanor and must be comfortable interacting with clients at all levels as they will be the first impression of the company. Additionally, qualified individuals will demonstrate ability to work independently and in a group environment. .
Role DescriptionThis is a full-time on-site role for an Operations Associate. The Operations Associate will be responsible for day-to-day tasks related to operational support, including data entry, record keeping, report generation, and client communication. This role requires attention to detail and effective collaboration with team members.
QualificationsOperations and data entry skillsStrong analytical and problem-solving skillsExcellent interpersonal and communication skillsCustomer service orientationAttention to detail and accuracyAbility to work effectively in a teamProficiency in Microsoft Office SuiteExperience in the financial industry is a plusBachelor's degree (Business or Math majors preferred)New graduates are welcome
Employee Benefits: Learn personal financial proficiencyFull Medical, dental, and vision401K profit sharing planPaid holidays & vacationEducational & training courses provided
Frequently Asked Questions
How do I apply for the Operations Associate position at CKW Financial Group? ▼
Click the “Apply for this Position” button on this page to submit your application directly to CKW Financial Group without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Honolulu County, HI with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
No. Hirely is completely free for candidates. We never charge registration fees or placement fees.
Legitimate employers will never ask you to transfer funds, purchase equipment from unauthorized vendors, or pay application/visa fees. Hirely rigorously monitors listings, but always verify communication is from official corporate email domains.
Learn how to protect yourself against employment fraud →