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Advisor Support Specialist Wealth Management

Job in Honolulu, Honolulu County, Hawaii, 96814, USA
Listing for: Td Ameritrade Holding
Full Time position
Listed on 2026-09-09
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 52000 - 62000 USD Yearly USD 52000.00 62000.00 YEAR
Job Description & How to Apply Below
Position: Advisor Support Specialist for Wealth Management

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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