Comprehensive Financial Strategies

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Administrative Assistant (Full-Time)
Company: Comprehensive Financial Strategies
Location: Honolulu, HI
Employment Type: Full-Time/Part-Time

About the Company
Comprehensive Financial Strategies is a professional financial advisory firm serving individuals, families, and business owners with comprehensive planning and client-focused financial strategies. We emphasize long-term relationships, education, and high standards of integrity and service.
Position Summary
We are seeking a full-time and a part-time Administrative Assistant to support daily office operations and client service. This role is ideal for a highly organized, detail-oriented professional with strong computer skills and an interest in the financial services industry.
The position includes structured training, including learning firm-specific systems, client platforms, and Customer Relationship Manager (CRM) software.

Key Responsibilities
• Answer phones and greet clients professionally
• Schedule client appointments and internal meetings
• Prepare, organize, and maintain client files
• Assist with new client onboarding paperwork
• Enter and maintain data in firm systems and CRM
• Prepare basic correspondence and documents
• Support advisors with administrative and client-service tasks
• Maintain confidentiality of sensitive client information
Required Qualifications
• High school diploma or equivalent
• No criminal history (background check required)
• Strong computer skills (Microsoft Word, Excel, Outlook)
• Professional communication skills
• Strong attention to detail and organization
• Interest in or basic knowledge of finance and financial terminology
• Ability to learn new software and internal systems
Preferred Qualifications
• College degree (Business, Finance, or related field)
• Prior administrative or office experience
• Experience in financial services, insurance, banking, or accounting
• Familiarity with CRM or client database systems
What We Offer
• Professional office environment
• Training on financial-industry systems and processes
• Opportunity to gain experience in financial planning operations
• Stable, full-time position with growth potential
• Benefits include - 401(k), Profit Sharing Plan, Pension Plan, Medical, Dental, Vision benefits, vacation and sick pay

Probationary Period
This role includes a 6-month probationary period, during which performance, reliability, and overall fit will be evaluated.

How to Apply
Please submit your resume and a brief cover letter explaining your interest in the role to: [email protected]
Subject line: Administrative Assistant Application

Disclosure
Securities and Advisory services offered through American Independent Securities Group, LLC. Member FINRA / SIPC, an SEC Registered Investment Advisor. 664 S Rivershore Lane, Suite 105, Eagle, ID 83616. 866-485-4635. Comprehensive Financial is not affiliated with American Independent Securities Group, LLC. All Tax Planning and Preparation offered through Comprehensive Tax Strategies. Comprehensive Tax Strategies is not affiliated with American Independent Securities Group, LLC

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