What are the responsibilities and job description for the Entry Level Financial Associate position at HN & Associates?
Job Overview
We are seeking a motivated and detail-oriented Entry Level Financial Associate to join our dynamic team. This role offers an exciting opportunity to develop foundational expertise in financial services, investment management, and client relationship management. As an integral part of our organization, you will support senior financial professionals by assisting with financial analysis, compliance, and client communications.
Responsibilities
- Assist with preparing and reviewing financial documents, including wills, trusts, estate plans, and investment portfolios
- Support the team in ensuring compliance with securities laws, industry regulations, and internal policies
- Help manage client accounts by updating records, tracking transactions, and supporting cash management activities
- Participate in client meetings by preparing materials and facilitating clear communication of financial concepts
Qualifications
- Computer and Social media skills
- Effective communication skills for client relationship management and team collaboration
- Eagerness to learn Financial concepts to benefit the client
- Ability to handle multiple tasks efficiently while maintaining attention to detail
Join us to kickstart your career in finance! This role provides a comprehensive foundation in the industry’s core functions—empowering you with the skills needed for future growth in asset management, investment advisory services or corporate finance. We’re committed to supporting your professional development every step of the way!
Pay: $50,000.00 - $100,000.00 per year
Benefits:
- Financial planning services
- Flexible schedule
Application Question(s):
- Do you have a valid SSN?
- Are you able to Pass a Background check?
- Are you bilingual?
Work Location: Hybrid remote in Aiea, HI 96701
Salary : $50,000 - $100,000