Duties:

  - Client services & appointment scheduling

  - Working with client database

  - Processing new business

Skills:

  - Ability to interact with clients is a must

  - Microsoft Office 365 comprehension

  - Overall computer comprehension skills highly necessary

  - Finance, banking or investment familiarity very helpful

Competencies:

  - Professional and friendly demeanor, willing to learn, detailed, task-oriented, ability to 

     multi-task, flexible, clear communicator, takes initiative/self starter

  - Must pass a background check