…. Maintain ongoing relationships with existing clients . Process new account paperwork. . Process distributions, Roth conversions, and other transactions. . Respond

…* Must be 18 years of age or older * Must meet all requirements to receive approval for working in specific ATS environments (if applicable), including ten-year work

…and Objectives + Remove trash and other debris from office areas and property perimeter on a daily basis. + Assist in the preparation of market ready units. +

…and Objectives + Perform various maintenance functions including repairs to the following: electrical, plumbing, appliances, flooring, carpentry, HVAC, grounds

…The Administrative Support Worker is responsible for assisting management with administrative tasks including, but not limited to, ordering, data entry, filing, etc.