Expected to be a proactive learner, responsible to seek out support when needed, identify expectations, check own work output against quality expectations, and

Provides telephone, reception, records maintenance and scheduling support to the clerical areas of the practice based on departmental requirements.

Candidates for this position must be able to take care of all arrival and departure procedures for our guests, meet and greet our customers in a friendly and

Answers and screens telephone calls, arranges conference calls, coordinates schedules, makes appointments, and makes travel arrangements.

Securities license 7 or 99 (or able to obtain license within 120 days). Participating in Operations, firm, and/or industry initiatives providing process design,