Reporting on weekly cash flow, money coming in and orders to be charged (weekly). Creating purchase orders and sending to vendors, purchasing inventory as

Past work with digital marketing forms like content marketing and social media marketing. Maintaining a social media presence.

FPQP (Financial paraplanner), Life and Health Licensed, or Series 65 certifications are significantly valued. Collaborate with one or many Financial Advisors in

Accumulated Vacation (up to 5 weeks per year). Flexible Spending Account (Childcare & Healthcare). 2-5 Years of Clerk Experience. High School Diploma or GED.

Respond to incoming inquiries, telephone and/or written, from customers. Provide technical support as the first point of contact to email, phone, or chat