When I first arrived I loved the Managers/employees
Administrative Assistance (Former Employee) – Houston, TX 77002 – February 24, 2017
Fast pace business. I slowly ended up covering 7 Financial Advisor's at the end which was the hardest part of the job, leaving little time for going to lunch or going to the ladies room. Processing of new accounts, journals from one account to another, checks, federal funds wires. Established new accounts for new Financial advisors coming in from other locations, including sending out proper documentation, getting to know the new Financail Advisors in order to better service there needs while servicing other Financial Advisors with orders, meeting clients, closing on Morgtagae loans. I enjoyed working with different types of Financial Advisors however it was just a little to much toward the end and Managament had completely changed. I requested assists, however was not given it became just a little to much toward the end.
Always had Vendors with free food or coffee cart, health care was good
Financial Advisors understood the over load, however Management didn't