• Interview job applicants for different levels of employment• Train external and internal transfers to the department• Process employee payroll in ADP • Oversee correspondence processes and supervise individuals • Create procedural documents for training and implementation of new workflows• Coach team members and deliver coaching results to drive desired behaviors• Deliver performance evaluations to team members• Review and audit marketing material and literature• Assist shareholder with retirement and college savings investments• Specialist with retirement and college savings investments• Support shareholders and financial advisors with inquiries related to products and services• Analyze account information to assist clients in meeting legal requirements