I arrive about 30 minutes earlier that needed. Run daily reports, prepare to greet clients, answer phone, use email, work on client accounts.
Offices are small usually, which is fine. We have a very busy office, we usually have 3-4 client appointments daily. I prepare for these appointments usually the previous week. Update information, make sure accounts have updated information from statements.
The hardest part of this job is dealing with the Financial Adviser, very demanding, micro-manager, moody. Never know who is going to get the nasty note about something you did not do correctly.
Over all I love the job, love the paperwork, the clients are awesome. I would definitely work in another office of this type.
Clean work environment
Pay could be better for what you have to do