Operations Manager - Investment Services

Primary Purpose of Job

Manages the daily operations of the Investment Services department, particularly through the Help Desk. Works in coordination with the operations team.

Major Job Accountabilities

• Manages and oversees the daily operational activities of the department.
• Coordinates all pending case management, tracks system input and case workflows.
• Supervises the Investment Services operations team and provides training, coaching, counseling.
• Resolves escalated operational issues.
• Ensures that all business is processed accurately and in a timely manner, in accordance with the best practices and policies and procedures established by the existing broker dealer.
• Actively supports the Sales Assistants out in the field by offering proactive hands on feedback, coaching and growing Sales Assistants, and building strong relationships with the Investment Services team.
• Manages the Operations Coordinators on the Help Desk and assists in customer inquiries and complaints there. Mentors, coaches, and disciplines sales assistants in partnership with their respective advisors.
• Partners with advisors on working with their assistants, efficiencies, and standards.
• Participates in hiring, performance review, and termination process of all sales assistants and operations coordinators.

Experience Required

Required Skills Or Training

• Demonstrated experience in training, motivating and coaching
• Experience in process and SLA development and investment product processing applications preferred
• Proficient in using Microsoft Office applications (i.e., Word, Excel, Outlook)
• Excellent verbal, written, and interpersonal communication skills
• Works under pressure with multiple deadlines, using judgment or discretion within own scope of authority.
• Works with minimum supervision, follows instructions, and works cooperatively with others as part of a larger team.
• Must be able to strictly adhere to policies and procedures in a highly regulated environment.

Professional Certifications, Licenses and/or Registration Requirements

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!