Overview
Administrative Assistant Jobs in Kailua, HI at CreativeOne
Title: Administrative Assistant
Company: CreativeOne
Location: Kailua, HI
Title: Administrative Assistant
Status: Full time, non-exempt
Office location: Kailua, Hawaii 96734 – this role offers work from home, but candidates must be local to the area for event support.
Compensation: $55,000-$60,000/year
Note:This is a benefits-ineligible position. Candidates should be aware that health insurance, retirement plans, and paid time off are not provided.
Rapidly growing wealth management firm based in Kailua, Hawai’i, dedicated to helping high-net-worth families, federal employees, and military personnel achieve and sustain a “work-optional” lifestyle. With personalized service at our core, we combine cutting-edge financial planning with unforgettable client experiences.
Position Overview
We are seeking a highly organized, proactive Administrative Assistant to support our Founder and growing advisory team. This role is critical to our operational excellence and client engagement strategy, blending administrative mastery with end-to-end event coordination. This role is approximately 99% working from home and 1% assisting with workshops.
Key Responsibilities
Manage calendars for advisors and schedule appointments.
Coordinate events including setup, breakdown, and catering.
Maintain customer relationship management (CRM) system (WealthBox), Slack, and Intulse systems, document compliance notes, track milestones.
Assist with administrative duties, documentation, and marketing.
Engage with clients professionally and with a focus on timeliness.
Contribute to marketing efforts and explore outreach strategies.
Daily Tasks
Answer phone, respond to texts and administer emails.
Schedule new prospects and existing clients.
Use CRM to maintain communication records.
Help plan events and marketing campaigns. Proactively determine and solve for event and meeting needs and expectations
Manage event sign-ups, client follow-ups, technical support and evaluations.
Strategic Initiatives
Master WealthBox CRM and implement automation workflows.
Assist with monthly workshops and venue coordination.
Ensure a warm and welcoming experience for our clients
Assist team in their marketing plans for federal employees.
Create community-based client engagement events, under the 3 topic criteria: Fun, Service, Educate.
Preferred Qualifications & Skills
3+ years in administrative support and/or event planning.
CRM experience (WealthBox preferred).
Excellent communication and multitasking abilities with a strong attention to detail.
Proficient in Microsoft Office, Google Workspace, Adobe.
What We Offer
Competitive pay with bonuses.
Innovative and supportive team culture.
Opportunities for professional growth.
This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Our company does not currently sponsor employment visas. Applicants must be authorized to work for any employer in the U.S.
