Most providers designate a 4-hour window to accept calls Monday - Friday and only need to take weekend call on a rotating basis once every 5-6 weeks.

Learn all aspects of the accounting department. Learn the accounting software to maintain and create monthly reporting.

Our Sales Assistants provide world-class customer service by answering incoming customer calls, creating and maintaining positive rapport, and processing

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

The Unit Service Technician performs a wide range of secretarial duties, including but not limited to organizing paper work, answering the phone, paging, and