Reliable vehicle, valid drivers license and auto insurance for occasional company business. Participate in maintaining design library (including catalog and

Data entry, filing, scheduling, maintain customer relationship with clients, light tax and bookkeeping duties. Strong communication (verbal and written) skills.

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Valid MA drivers license. MA Hoisting/Hydraulics license a plus (and for operating certain equipment). Preference to individuals that have their own pick-up

Proven ability to develop relationships with individuals at all levels internally and externally, and to work with teams as both a leader and a participant.