A job for which all ages, including older job seekers, are encouraged to apply. We are now hiring *full-time* and *part-time* staff members.

Experience with ERP/CRM tools and accounting software. Budgeting, forecasting, reporting and analysis. Produce financial statements, provide analysis, and

Obtain documents from, and make calls to, other Broker/Dealers as needed. Financial concepts: 1 year (Preferred). SIE, Series 7 or 66 licenses is a plus.

The ideal candidate has a minimum of 3 years of telephone sales experience including outgoing and incoming sales calls. High school or equivalent (Preferred).

Ability to manage time and multitask effectively; display problem solving skills by developing methods or approaches to getting the work done.