Front office reception duties (phone calls, scheduling appointments, checking clients in/out, making sales, answering questions).

Work with CFO and other team members to develop a Customer and Product Profitability Reporting System. Manage the vendor compliance responsibilities new

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Hold a valid drivers license. Explain mechanical diagnoses and required repairs in a non-technical manner to service advisors and customers.

Must have an active Tennessee Bar license. Must be proficient in software tools, including Word, Excel, Outlook, and the Internet.