Job Opening: Operations and Investments Officer

Position: Full-time, Operations and Investments Officer
Location: Downtown Honolulu
Industry: Asset Management
Schedule: Flexible hours, 20-40 hours per week on average.
Pay: $40.00 – $45.00 per hour (depends on experience)
Parking: On-site
Candidates must be in-state to apply and be considered.

The Operations and Investments Officer works as the fifth member of the staff in administering the diverse assets of the private Estate. This 203 year old private Hawaii estate consists of two irrevocable trusts and two LLC’s jointly holding primarily Hawaii leased fee real estate interests. These entities also hold fee simple real estate properties, securities, and private equity partnership interests.  

Job Duties:

• Work with the Operations and Investments Team and the Finance and Accounting Team in collecting rents, dividends, interest, and payment of expenses of the Estate.  
• Work with the seven dedicated outside advisors who have expertise in tax and accounting, payroll, securities, insurance, legal, appraisals, and IT support.
• Engage in cross training with other staff members to learn the many functions of the Estate.  
• Assist in managing Estate’s generic office matters.  
• Create and manage beneficiary events and meetings.
• Maintain Trust and LLC records.
• Use QuickBooks and Excel spreadsheet in allocating transactions among the co-owning entities.  
• Assist in preparing modified income and asset statements.
• Advise Management regarding the status of assigned projects and other operational matters.  
• Learn the big picture of the Estate’s operations and goals.
• Attend and/or participate in investment management matters and at Trustees’ and LLC’s decision – making meetings.

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Qualifications:

• Business degree, MBA highly preferred.
• Minimum 5 years commercial real estate, business, or investments experience.  
• Pay is commensurate with qualifications and experience.

Equal Opportunity Employer