Job Details

Provides logistical, analytical, and clerical sales support to the Wealth Advisors. Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a "Voyaging Spirit" and being "Positively Ohana". Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness. Primary Accountabilities:Job Specific Duties. Wealth Advisor Support: Responsible for opening new accounts, performing account transfers, assisting Wealth Advisors with office files, following up on account numbers, incoming transfers, missing items, verifying monetary transactions, placing orders, and other items that increase production. Customer Support: Responsible for assisting customers wit...Client Service, Associate, Wealth Advisor, Relationship, High School, Sales, Banking, Business Services