Light cleaning and organizing. Purchasing groceries and meals. Booking flights and other appointments. Assisting with follow up on activities.

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

Handle all incoming calls screening, transferring, and answering appropriately, timely, and efficiently. Greet all patients and guests in a warm and welcoming

It is an excellent position for those wanting to stay active while driving. All drivers need to park at customer facility for home time.

Partner with Digital Marketing to develop a social media plan and e-mail strategy. Bachelors degree in a relevant field or equivalent work experience.