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Kathy Flores Wealth Management Work Values
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Daily Duties at Kathy Flores Wealth Management:
Duties encompass providing superb customer service to clients by processing new accounts and transfer forms. I managed client accounts which were Mutual Funds, Annuities, Stocks, and Bonds. Maintained Insurance, Annuities, and LPL Compliance Reports.Ordered prospectuses from Mutual Fund and Security companies. Dealt with Vendors and Wholesalers on a daily basis. Typed outgoing correspondence to clients and prospects. Opened incoming mail. Responsible for maintenance of all office supplies. Delegated overflow of assignment to computer operator.
What they like about Kathy Flores Wealth Management:
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
Extremely Organized, Asset to Anyone's Organization, Coordinator, Manager, Administrative, Office Administrator, Office Manager
Skills
Leadership , Excel, Faxing, Organizing, ACT, Outlook, Secret Clearance - Northrop Aircraft
Information about Kathy Flores Wealth Management
Company Rank: Not Available
Average length of employment : 3 years
Average salary of employees: $50,000
These are some of the questions we asked our climbers about their experiences with Kathy Flores Wealth Management:
| 05| | ||
| 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 |
| 03| | ||
| 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 |
Climbers who worked at Kathy Flores Wealth Management had these interests:
| Books | |
|---|---|
Clutter Control |
Knowing what to keep, when to toss, and how to store your stuff. |
| Your Complete Retirement Planning Road Map |
A comprehensive action plan for securing your IRA's, 401(k)s, and other retirement plans for yourself and your family. |
| Good News For Modern Man |
The New Testament in today's English version. |
