Arrange for air travel, hotels, car rental, dinner reservations etc as needed. Coordinate Company Expos and social events, both onsite and off.

Prepare month end and ad-hoc reports for revenue and AR analysis. Prepare month end and ad-hoc reports for revenue and AR analysis.

Meeting, greeting and selling awesome furniture. This is a year round position with a schedule that can be flexible with your life.

Perform office activities, such as welcoming visitors, filing, processing outgoing and incoming mail, routing and screening all incoming calls, and distributing

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