This position requires a valid driver's license, acceptable and insurable driving record, pre-employment physical, pre-employment and random drug testing.

5+ years experience in operations or general management. Supervise Call Center operations to consistently ensure impeccable customer service.

Provide accounting and clerical support to the accounting and HR department. Prolonged periods of sitting at a desk and working on a computer.

Maintains a friendly, cheerful and courteous demeanor at all times. Maintains a friendly, cheerful and courteous demeanor at all times.

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