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Advisor Support Specialist Wealth Management
Job in
Honolulu, Honolulu County, Hawaii, 96814, USA
Listed on 2026-09-09
Listing for:
Td Ameritrade Holding
Full Time
position Listed on 2026-09-09
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Broadway Bank is seeking an experienced Administrative Assistant to support Financial Advisors and manage client information in Redtail CRM. You will handle scheduling, client communications, and documentation, ensuring accuracy and regulatory compliance.
Ideal candidates have 5+ years in financial services admin roles, strong Microsoft Office skills, and bilingual English/Spanish capabilities. DUT experiences with Docu Sign and Money Guide Pro are a plus.
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