- Booking and modifying appointments 
     - Manage scheduling and follow-ups with clients
     - Enters data and information in standard programs (credit card info., etc.)
     - Organizes office; provides social interaction

- Good communication skills and attention to detail
- Someone who is willing to grow in role (likes to learn)
- Need someone for long term --- intent to stay in role
*This reception role will evolve into financial planning --- applicants need to want to learn the administrative side of the business and then be trained intensively on the financial planning, bookkeeping and advisory side of it 
*Candidates must consider themselves to be exceptionally motivated to grow in the financial planning and advisory industry and be willing to take all relevant courses and workshops --- emp. will sponsor candidate and prepare them for career success