The position provides logistical, analytical, and clerical sales support to the Wealth Advisors. It involves performing all duties and interacting with internal and external customers in a manner that aligns with the Company's Core Values of approaching all actions with a 'Voyaging Spirit' and being 'Positively Ohana'. The role requires exhibiting 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.