Contract position for the tax period.
My typical day included collecting incoming mail 2 to 3 times a day, distribute to associates in the department and process department mail. During the first 30 days I was assigned different projects such as updating client information, comparing primary addresses to billing address for state tax status and verifying country status in client database.
I learned about K-1s, Retail 1099's, various systems used by Raymond James and some of the rules regarding different types of Trusts and other tax rules.
Great management team and my co-workers in the department very helpful and willing to share their knowledge.
The hardest part of my job was sometimes not having enough to do.
I enjoyed the opportunity to learn about Retail 1099's and working with everyone in the department.
Great team atmosphere, free lunches, free snacks
It was a contract position and ended to soon.