Client accounts are housed at Fidelity and Schwab and a knowledge of using their platforms is a plus. Candidates must have experience in financial services and

Valid Occupational Therapist state license (where applicable). Adhere to all state and federal regulations regarding occupational therapy.

Answer and direct phone calls. Write and distribute email, correspondence memos, letters, faxes and forms. Office Administrator responsibilities include making

Drive to win generate and develop new customer accounts to increase revenue including cold-calling and client management.

Level III officers will need a Texas issued license to carry concealed. All applicants must have either a Texas level III or level IV security license in hand.