I like to learn new things and training for updates at the company was enjoyable.
Pros: learning new things and good team work.
Cons: a few weeks during the summer, work would be slow and the days would seem longer.
A typical day at work would start by logging into all the computer programs. ( fsr, crm, image impress, lotus notes,excel and other programs required for financial work). Worked on financial reports
of transactions, that required to be emailed to respective fund clients.
Processed transfers and the buy and sell of mutual funds. Maintained and updated – more... multiple client accounts. Wrote correspondence to clients in the English or Spanish languages. Trained Temporary employees. Assisted coworkers with daily issues relating to mutual fund transactions or maintenance. Participated in staff meetings once a week. I also enjoyed working with other departments in order to resolve financial issues. – less