• Serve as the teacher of record and primary instructor in all core content areas and grade levels • Relentlessly work to meet all goals related to student achievement and culture as well as state specific academic accountability goals • Deliver highly effective live lessons via web conference based on student need, rooted in research-based instructional practices • Complete course set up for each course within the Learning Management System • Monitor student progress in asynchronous courses and provide feedback/grade assignments daily • Track and maintain contact with each student • Collaborate with Principal to create and deliver Progress Reports of Students • Review student level data frequently to inform instructional program adjustments • Differentiate instruction to meet the needs of all students • Utilize research-based best practices in both synchronous and asynchronous instruction • Create a joyful, caring, and loving classroom environment for all students • Integrate culturally responsive teaching practices into daily lessons and interactions with students, parents, and colleagues • Implement school-wide culture expectations and norms, inside the classroom and beyond • Communicate regularly with families regarding the academic and social-emotional growth of their child • Incorporate 21st century technology skills into daily classroom practice and team settings • Participate in the planning and implementation of non-instructional activities such as social events and field trips and attend these events in person • Collaborate and communicate effectively, humbly, and respectfully with all colleagues • Travel to support required face-to-face state testing annually • Perform other duties as assigned

• Use technology and electronic tools to conduct comprehensive interviews • Review records to obtain facts for background investigations • Resolve material issues in cases • Attend multiweek intensive virtual training • Potential travel for temporary duty assignments (TDY)

• Work to learn the installation process and establish rapport with customers while demonstrating urgency to resolve issues • Maintain knowledge of technical advances and current industry trends • Perform administrative duties within established timeframes, including timesheets, service work orders, expense reports, and more

• Serve as a primary point of contact for routine client inquiries. • Support preparation for client meetings, including gathering and updating financial data. • Attend client meetings as needed and assist with follow-up actions. • Resolve client service requests in a timely and professional manner. • Prepare financial planning deliverables (charts, reports, and presentations). • Assist in developing portfolio recommendations aligned with client goals and risk tolerance. • Support portfolio reviews, reporting, and rebalancing activities. • Monitor account activity and assist with trade coordination. • Process new accounts, transfers, and account updates. • Coordinate with custodians and internal partners to complete account activity. • Maintain accurate client records and ensure compliance with regulatory requirements. • Support ongoing data management and reporting needs.