Administrative Assistant

About Us

At Sagient, we believe in the power of enduring relationships and the transformative impact of holistic financial guidance. We're on a mission to redefine the client experience by providing comprehensive advice that goes beyond mere transactions. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team. Join us in our commitment to fostering lasting partnerships and helping clients achieve their long-term goals by shaping tomorrow’s wealth with wisdom and innovation.

Role Description

This is a part-time on-site Administrative Assistant role located in downtown Honolulu in the Sagient office. The ability to work remotely a couple of days a week is a possibility once fully trained. The Administrative Assistant will be responsible for providing administrative support and utilizing clerical skills to assist with daily tasks.

Qualifications

• Administrative Assistance skills
• Strong phone etiquette and communication skills
• Proficiency in clerical tasks
• Attention to detail and organizational skills
• Ability to multitask and prioritize tasks effectively
• Experience in the financial or insurance industry is a plus
• Proficiency in Microsoft Office suite (Outlook, Word, Excel, and Teams)
• Associate's degree or relevant certification
• Analytical thinking and ability to learn multiple software, websites, and application systems
• Maintain and update CRM records, document management systems to ensure accuracy and compliance.

Must-have qualifications

• Have at least 1-2 years of experience in an office setting doing administrative tasks.
• 1-2 years of experience in the financial/insurance industry is preferred.
• Availability to work in the morning as calls will be made to the east coast.
• Ability to pass a background check.

Employment Type

• Part-time - 15 hours a week to start with potential for 30-40 hours down the line.
• Schedule – Mornings (Monday-Friday)
• Eligible for paid vacation and sick leave after one year of service

Industry

• Financial Services