Types of Jobs


  • Data entry of purchase orders
  • Assist with processing of accounts payable (verify vendor invoice & attach check)
  • Assist in processing of expense reports
  • Allocate corporate expenses, such as phone bills, across departments
  • Check incoming invoices; enter data into spreadsheet and circulate for approval
Human Resources 
  • Assist in preparations for recruiting at college job fairs
  • Filing services
  • Process interview and new hire paperwork
  • Data entry for commissions; investigate payroll issues
  • Reconcile HR data across several databases
  • Distribute and track evaluation forms
  • PeopleSoft data management; filing, processing of new hires and terminations
  • Process new employee security passes and documents
  • Input CRM information
Office Services
  • Mail delivery and copy room support (including use of large-scale copy machines and cutting & binding equipment)
  • Backup phone duty for main reception
  • Maintain schedule for appointment rooms; prepare rooms for meetings
  • Manage supplies inventory
  • Assist in organizing library; sort and distribute practice supply books; re-shelve returned materials (files & periodicals); data entry of library research requests
  • Prepare documentation for shipping
  • File trade confirms and trading tickets
  • Scan credit documents and ensure completeness of credit files; prepare batches for off-site distribution
  • Check transactions in off-site employee accounts: open statements, ID documents, code, scan and batch documents for shipment
  • Patriot Act compliance (ensure completeness of account opening documentation); archive regulatory documents
  • Assist in processing of new employee Securities Registration and existing employee continuing education
Information Technology 
  • Equipment allocation, reallocation and inventory
  • Order processing for new equipment
  • Helpdesk triage; installing new programs
Marketing & Business Development
  • Prepare presentation materials
  • Assist with client events (name tags, marketing folders)

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4000 St. Gerard Avenue, Baton Rouge, LA 70805
 Baton Rouge, LA 70892
Phone: 225-615-7479 Fax: 225-615-7532