**Essential Duties and Responsibilities**

+ Execute trades for fixed-income and equity securities through the Raymond James trading platforms as requested by client.
+ Supports the team in maintaining accurate pipeline information.
+ Prepares, updates, and maintains sales materials, reports, presentations, and other documentation using standard office software and internal systems.
+ Gathers, compiles, and organizes data from multiple sources to support reporting, business development efforts, and strategic decision-making.
+ Provides administrative support throughout the sales process, including responding to inquiries, distributing materials, and following up with clients.
+ Maintains and updates client and prospect databases to ensure accuracy, completeness, and accessibility of information.
+ Serves as a point of contact for internal and external stakeholders, providing professional, timely responses to inquiries and ensuring a positive client experience....