07/01/2021
Main role is to process paperwork for client accounts. There may be other office tasks as deemed appropriate. This is a work in progress to add duties to free up time for me to visit with more clients. If you want more hours, we can increase your responsibilities. Securities license(s) preferred, but not required. Leaning towards being paid per file vs hourly. As you progress and add responsibilities, pay can be adjusted. Middleton and/or WI Dells for paperwork exchange. Help me convert to e- paperwork.
