Bachelors degree in an Accounting or business-related field. Perform tasks requiring manual dexterity (e.g., Processing paperwork, filing, typing, 10-key).

Provide service and requested items both graciously and courteously to ensure that members/guests receive a high level of customer service.

Assist in compliance oversight, licensing, continuing educating etc. Industry-related licensing and broker dealer compliance experience preferred.

Identify and establish scope and parameters of requirements analysis on a project-by-project basis to define impact, outcome criteria, and metrics.

Discounts on dining, carry-out, retail and wine, and monthly dining allowance. Competitive base salary AND Quarterly Bonus Opportunity.