• Deliver white-glove transaction coordination to clients • Provide listing coordination for high-volume real estate professionals • Operate within Transactly's tech platform for task management and communication • Maintain transaction records and updates within Brivity, PLACE’s tech platform • Practice proactive, professional communication with clients, agents, and co-op partners • Contribute insights and feedback to improve our platform and team culture • Step confidently into the ownership mindset reflecting PLACE values

• Manage estate settlement and trust administration, including inventory and collection of trust assets; research and coordinate payment of debts and taxes; process beneficiary distributions; prepare required estate notices in accordance with applicable state law; and coordinate the preparation of all required income and estate tax filings. • Oversee the management and/or disposition of trust-owned personal and real estate property. • Support new account onboarding, including account setup and asset transfer follow-up. • Perform post-acceptance and annual administrative account reviews (Reg 9) for assigned accounts. • Participate in day-to-day activities related to managing and mitigating risk within probate and trust accounts; ensure compliance with governing documents, Trust Company policies and procedures, and applicable state and federal banking regulations. • Maintain high levels of client service through timely research and responsiveness to trust beneficiaries, clients, and their centers of influence. • Read and interpret complex trust instruments; make informed decisions based on knowledge and research. • Research and recommend appropriate courses of action on non-routine fiduciary matters to senior management and/or relevant committees. • Provide proactive client service, including periodic reviews of clients’ financial and estate planning goals and objectives. • Maintain current knowledge of wealth management industry developments, laws, principles, and regulations, including those related to estate, fiduciary, charitable, and tax planning. • Participate in business development efforts with existing and prospective clients. • Engage with local community and professional organizations (e.g., bar associations, estate planning, wealth management, and fiduciary groups) to enhance the Trust Company’s professional presence. • Participate in special projects as needed.

• Prepare and present cases on planning calls for both clients and prospects with assets from $5 million to $15 million • Consult and develop financial plans and wealth management strategies based on client's financial and investment goals • Participates in calls with senior planners and attends debrief sessions to give and receive constructive criticism; includes participating in role-play scenarios • Continue to build upon knowledge of Lido’s tools, and all aspects of financial planning in general (tax, estate, insurance, investments, employee benefits, etc.) • Meet with clients on an ongoing basis to review changes to their financial and personal situation • Assist in developing content for webinars, Monday morning calls, and the Advanced Wealth Planning website • Work alongside the marketing team to have articles published • Effectively source business prospects and employ member acquisition techniques • Assist in data gathering in anticipation of upcoming planning meetings • Monitor and update client Financial Plans as needed • Other duties as assigned

• Works with the trial team, including expert witnesses, to develop plans for trial or hearings using a courtroom presentation system • Prepares exhibit images for particular uses (e.g. zooming in on or highlighting a particular paragraph, or setting up two exhibits side by side on the screen) • Develops simple graphic images/exhibits using standard off-the-shelf software packages • Advises attorneys on the effectiveness of certain exhibits or sequences of exhibits • Is responsible for the smooth operation of the presentation system in the courtroom • Digitizes audio and video clips • Synchronizes clips with written transcripts