Excellent training and home office support.
On-Call Business Office Administrator (Current Employee) – Asheville, NC – July 6, 2015
A typical day at work involves continuous multi-tasking of responsibilities. Answering client questions, helping clients with completing documents, fulfilling client account transactions directed by the Financial Advisor, answering emails and telephone, preparing for client appointments, coordinating projects with the Financial Advisor, and contacting the home office for direction to complete a client's request or fulfill a home office request, are some of the most important requirements to be carried out daily.
The other branch offices are a delight to work with and it's easy to make friends with employees at other locations. Because you are working with clients very closely on details of their account, you form a special relationship with them and they become like family.
Working in a small office with only 2-3 employees usually, it is important that you have a good match of personality types between the Financial Advisor and the Business Office Assistant.
Discounted fees for investing as an employee. Great software and continuous training.
Usually 2 employees per office.