o Trade Reconciliations with regard to trades from the prior day: check the accuracy of trades, including commissions, and resolve any discrepancies, write trade corrections when necessary. o Assist Head Trader in the trading of equities and fixed income securities (including mutual funds and options)o Upload allocation information via the web to custodians for recording in the appropriateclient accountso Trade Reporting ensure trades executed by the trade desk are recorded and reported to the back office for settlemento Foreign Exchange – manage FX exposure on traded securities

o Proactively provide exceptional client service by demonstrating professionalism, commitment to service, following up on every client interaction, identifying opportunities, and proactively referring them to the advisoro Support all marketing and business development activities and assist in the development of investment plans and written proposals for prospects and clients.o Assisting advisor in developing various investment portfolios for clients.

o Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and serviceso Contribute to the achievement of branch business objectives by meeting and exceeding individual sales and referral goals.

● Leading a team of golf operations employees● Cart staging for tournaments● Tending to members' needs● Range set-up/close● Managing carts● Cleaning, washing, and storing carts● Excelling at creating and maintaining strong relationships with members