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Farr, Miller & Washington, Llc. Work Values
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Daily Duties at Farr, Miller & Washington, Llc.:
•Reconcile and coordinate accounts for hundreds of clients. •Handle sensitive information for more than 300 individuals in a professional manner. •Prepare paperwork needed for clients to open new brokerage accounts. •Respond to client inquiries regarding account status and tax information. •Assist in trading by entering information into the database, forwarding bank notifications, and taking trade reports over the phone. •Ensure the tax information of all transferred assets was received and properly recorded. •Process withdrawal requests, ensuring that all needed information is on hand. •Oversee the transfer of several dozen client accounts between brokerage firms.
What they like about Farr, Miller & Washington, Llc.:
Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.
Tags
series 65, Quickbooks, Accounts Payable, Finance, new account, reconciliation, Friendly, Helpful, Saavy
Information about Farr, Miller & Washington, Llc.
Company Rank: Not Available
Average length of employment : 1 year
Average salary of employees: $42,500
These are some of the questions we asked our climbers about their experiences with Farr, Miller & Washington, Llc.:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
