Have a Valid Driver license and clean driving history. Ability to obtain a copy of Graduation Diploma from High School or possession of state valid GED

Medical, dental, and vision insurance. Short/Long Term Disability and Life Insurance.

Maintain records required for compliance with state and federal regulations including drivers record of duty status, mileage records, and other records required

Provide backup for team members, including answering phones and other basic office tasks, as needed. Prior experience working in financial planning on cash flow

Strong interpersonal skills and track record of engaging with customers/ cross-functional stakeholders at all levels, in a wide variety of situations, and