Handle administrative tasks, such as scheduling appointments, answering phone calls, and responding to emails. High school diploma or equivalent.

Provides excellent customer service, addresses needs of customers in a timely and effective manner and models suggestive selling techniques; answers phones and

Effective internal / external client interaction (including with other advisors) for business generation and execution.

You'll work with the product, data science, and engineering teams to provide insights to leadership and the wider business. 32 hours of paid volunteer time off.

You will be responsible for a wide range of marketing and administrative duties including uploading client articles to Wordpress, creating emails through