Duties and ResponsibilitiesSupporting Investment Advisors as an Administrative AssistantIncludes but is not limited to the following duties:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed client pa
Duties and ResponsibilitiesSupporting Investment Advisors as an Administrative AssistantIncludes but is not limited to the following duties:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed client pa
Looking for a dynamic and results-driven professional responsible for generating new business and managing existing client relationships within a designated territory. This role involves actively seeking out new sales opportunities, providing excellent customer service, and achieving sales targets. The ideal candidate will be a self-starter with strong communication, negotiation, and interpersonal skills. Previous Industrial Sales experience helpful.Base s
Looking for a dynamic and results-driven professional responsible for generating new business and managing existing client relationships within a designated territory. This role involves actively seeking out new sales opportunities, providing excellent customer service, and achieving sales targets. The ideal candidate will be a self-starter with strong communication, negotiation, and interpersonal skills. Previous Industrial Sales experience helpful.Base s
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