Pros: benefits 401k, participate in stock market, medical
Cons: half hour lunches, 2 person offices
Typical day at work consists of checking all forms or mail for messages & checks. Make deposits & transfers. Open new accounts & process paperworks.
Answer all customer questions or refer to Advisor.
Check all documents completed & scanned. Scheduling.
I learned to maintain client service by phone, email, in person and thru following paper trails at – more... the same time. Managements role was to make sure the office was following policy. Contact with co-workers was via telephone or email and annual meetings. Co workers protocol was to help each other. The hardest part of the job was completing large tasks with only small chunks of time. The most enjoyable part of the job was meeting customer satisfaction. – less