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Brokerage Operations Specialist: Accounts & Documentation Pro
Job in
Honolulu, Honolulu County, Hawaii, 96814, USA
Listed on 2026-07-18
Listing for:
Td Ameritrade Holding
Full Time
position Listed on 2026-07-18
Job specializations:
-
Business
Business Administration
Job Description & How to Apply Below
J.W. Cole is seeking a Brokerage Operations Specialist to join our team. The role involves processing new account paperwork, TOAs, and cashiering, and maintaining account updates with financial professionals and the clearing firm.
You will coach branch staff on document requirements and help ensure smooth operations. The ideal candidate has at least two years of customer service experience, strong Excel skills, and comfort with paperless workflows.
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