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Now Hiring Experienced Financial Professionals

Are you a CPA, CFP, EA, RFC, CFA?  If so, then we’d like to talk!

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Part-Time Receptionist

We are hiring a qualified receptionist

Must have experience in an professional office setting

MUST be very organized!

MUST have good follow up on tasks!

-Answering phones and transferring phone calls in a professional manner

-Using industry specific computer software to it’s fullest potential

-Experience with Microsoft products | Word, Excel, Outlook, PowerPoint

-Upbeat, entrepreneurial spirit when greeting and talking to prospects and clients