Perform receptionist duties when needed. The ideal candidate will be a hard-working professional able to undertake a variety of office support tasks and work

Equipment training and certification are provided free of cost. Depending on the role and location, well teach you how to drive power industrial trucks (PIT)

You will be expected to establish relationships with your assigned referral sources, targeting 10 to 12 account calls per day. Outside sales: 1 year (Required).

Answer incoming calls and assist callers as much as possible before forwarding calls to appropriate personnel. Process year end Accounts Payable and 1099 forms.

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