Must be committed to safe driving practices. 1 year with in the last 3 years of verifiable driving experience preferred but not required.

Must have valid drivers license and personal vehicle. Administers finish schedules and owner selections. Tracks and documents final owner selections.

Escalates calls to supervisor when necessary and appropriate. Responds to requests for assistance and/or possible processing of technical support as needed.

This position is a full-time, permanent, in-person position. Collaborate with Principal Administrator on divisional workflows to improve efficiency and reduce

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