Additionally, we are requesting a sample "on-job" task for applicants to complete for the position. How would you respond to the below email inquiry from a typical client? Assume our office has provided the clients with all of the information/paperwork already, which would contain the answers they are looking for. "Hello, Can you answer the below questions? This is for a joint investment account: To get started on changing your joint account to the new trust account, please tell me if the trust will use your social security number as the tax ID, same as the joint account. Also, please confirm that you and Jane Smith are the grantors and trustees of the trust, and let me know if there are any successor trustees named in the trust. Thank you Bob Smith" You can include your response in your reply to this email. Thank you again for your interest