As assigned, reviews all other securities products that appear on the respective blotters including but not limited to Stock, ETFs, Mutual Funds, UITs, Structured Products, Bonds and Options, review of brokerage new account applications, review of margin and option account applications, review of brokerage account maintenance documents including but not limited to Power of Attorney documents, Limited Trading Authority authorizations, Corporate Resolutions and Transfer of Death designations, review of advisor email correspondence, review of and approval of mutual fund trade corrections, review of new business forms for the Registered Investment Advisor and review of 529 College Savings Plan applications. • Extensive knowledge of the following investment products: Annuities, Stocks, ETFs, ETNs, Mutual Funds, UITs, Structured Products, Corporate Bonds, Government Bonds, Municipal Bonds, Brokerage CDs and Options preferred.