Assists with administrative-type duties (i.e. typing, filing, copying, sorting mail, calculations, answering phones, etc.) as requested by supervisor.

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

Collaborates with sales and product teams to develop branding messages. Degree in Marketing or related field preferred. Identifies target customers and markets.

All team members, customers and guests of the facility are required to wear masks at all times upon entry to the building. Customer service: 3 years (Required).

A bachelors degree, master's degree, or comparable work experience in a related field. A Project Management Professional (PMP) certification is a huge