Analytical position with very in depth research. Great company to work for and amazing Company Culture/Policy.
Pros: great health care, busy challenging work that is continually thought provoking and leads to gaining knowledge.
Cons: short breaks, mis-communicated rules/regulations.
I work with a team of 5 other people, in a very prestige financial platform that has been closed since 2002, yet allowed for past Financial Advisors to continue in the Program.
On a daily basis, I speak with Financial Advisors Nation wide, solve problems related to all Investment Options. Additionally, I am solely in charge of approving every new Client – more... into the Program and work closely with my Supervisor to solve critical issues.
My co-workers and I work closely on projects as well as maintain our own daily tasks. Aside from taking care of our career duties, we also have a great relationship and work on team building once a month.
The most difficult part of my position is learning to diffuse negative situations and help the Financial Advisors understand practices must be changed.
The most enjoyable part of my position ties in with the most difficult. I enjoy a challenge and really like utilizing my communication skills. Therefore, explaining issues to advisors, gaining their understanding and turning a large issue into one that is accepted is a very enjoyable part of my day. – less