Interested in finding more jobs in San Juan Capistrano, CA? Click Here to create a Climber profile today!
Kathy Flores Wealth Management Work Values
Interested in finding out if you are the type of person this company is looking for? Create an account and take our patented DNA assessment now to see how you compare.
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:
You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.
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 |
|
| Were you recognized for meeting or exceeding expectations? | 0.0 |
|
| Did you feel like your personal contribution was important? | 0.0 |
|
| 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. |
