• Perform physical inspections of dealer inventories and reconcile to dealer records. • Communicate effectively with dealer and home office personnel. • Verify collateral, assess condition, and provide prompt and accurate reporting. • Schedule and route inspections to ensure efficient completion within required timeline. • Utilize a company supplied tablet PC in performance of services. • Possess a smart phone (Android or IOS).

• Perform physical inspections of dealer inventories and reconcile to dealer records. • Communicate effectively with dealer and home office personnel. • Verify collateral, assess condition, and provide prompt and accurate reporting. • Schedule and route inspections to ensure efficient completion within required timeline. • Utilize a company supplied tablet PC in performance of services. • Possess a smart phone (Android or IOS)

• Execute trades and support portfolio implementation • Facilitate money movement and cash management activities • Assist with cash investment strategies • Participate in client meetings, review detailed notes for approval, and assist in follow-up preparation • Collect client data and support documentation for planning and servicing needs • Prepare financial planning documents, client review materials, and investment-related paperwork • Utilize MoneyGuide extensively to support advisors in building, updating, and maintaining comprehensive financial plans and scenario analyses • Provide ongoing client service and support • Collaborate with the advisory team to ensure a seamless client experience • Recognize when team members are at capacity and proactively step in to support team workload

• Get to know patients to understand their medical needs and concerns, building and maintaining connections • Set up equipment for testing, adjust immobilization devices, move equipment, and adjust exposure to get the proper results • Thoroughly document all patient services within a patient’s chart • Maintain all equipment, troubleshoot problems as needed, and call in for repairs when necessary • Follow all required safety regulations, including wearing appropriate safety gear, to maintain a safe work environment