John W. Henry & Company, Inc. Work Values

Daily Duties at John W. Henry & Company, Inc. :

• Maintain the integrity of the proprietary business that flows through the executive office. • Acted as liaison between CEO, CIO & CFO and high level executives as well as the rest of the organization. • Maintain business calendar with meetings, conference calls and travel plans. • Arrange client meetings, conference calls, business and personal vacation travel. • Reserve, set-up and breakdown office conference room or boardroom for client meetings. • Screen calls for solicitors, check voice mail and send an email message, if traveling for more than two days. • Prepare T&E’s for signature, approval and payment, keep a file copy. • Type up hand written articles to be published in industry magazines. • Type up and print or email business letters to clients as needed. Legal and Director of Compliance • Maintain the integrity of the proprietary business that flows through this office. • Print out selling agreements for signature and FedEx the papers to clients. • Prepare and submit A/P’s to finance for payment. • File copies of the securities confidential and public audits. • Maintain the compliance forms, disclosure document, offering memorandums and monthly financials for the offering memorandums in a file. • Copy and FedEx filing updates to NFA. • Arrange travel plans as needed. Marketing • Email financial update once a month to five hundred business associates. • Print fund letters for five funds, stuff, address and post for mailing. Human Resources • Distribute employee 401K plan information, maintain employee database of employed and resigned employees. • Email spreadsheet of non-exempt employee’s timesheet every Friday afternoon. • Prepare health insurance statements for payment. • Support the Director when the Human Resources Manager is on vacation.

What they like about John W. Henry & Company, Inc. :

Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.

Tags

Skills

P&L responsibilities, Presentation, Technology Solutions, Sales Support, Software Implementation

These are some of the questions we asked our climbers about their experiences with John W. Henry & Company, Inc. :