Includes posting of cash receipts, monthly bank reconciliations, and forecasting future cash needs as necessary to ensure entities are adequately funded to meet

Answering incoming phone calls and direct calls to the appropriate staff member when necessary. Distribute incoming faxes and fax outgoing information as needed

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

Able to answer routine estate planning and probate questions from clients. If you enjoy taking on responsibility, are exceptionally organized, thrive in a fast

Manage the team credit cards and handle monthly credit card statement reconciliation. Maintain finances for a number of product groups, including: maintaining