Prepare portfolio managers for client and prospect calls and meetings and lead post- meeting debrief. Must have strong technical understanding of financial

Leveraging the knowledge of your team members, our tools, and ongoing development opportunities to master your sales pitch.

Heavy client interaction/interpersonal skills. Intake of potential new clients. Some administrative tasks, including processing ingoing/outgoing mail.

Safeguard your cash register log in (Point of Sale, POS), only one person can operate a cash register at a time with their assigned POS, no exceptions.

Bachelors degree in graphic design or related field or equivalent experience. The Graphic Designer will work collaboratively with the marketing team to develop