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Bishop Financial Advisory Work Values
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Daily Duties at Bishop Financial Advisory:
Handled all aspects of customer services for over 340 clients which includes annual appointment management, phone contact, administration of investment accounts, brokerage sales and providing cost basis and gain/loss calculations for use in implementing tax strategies.
What they like about Bishop Financial Advisory:
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
Columbus, Ohio, Series 7, Series 65, Series 66, brokerage, investment, securities, security, customer, service, operations, financial, finance, planning, advisory, advisery, insurance, supervisor, manager, statements, experience, sales, assistant, trust
Skills
P&L responsibilities, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Anticipate client needs and resolve potential problems, Financial aptitude, Manage broad scope of concurrent activities, Dynamic communication, presentation and negotiation skills, Relationship management, Cultivate critical long term business connections
Information about Bishop Financial Advisory
Company Rank: Not Available
Average length of employment : 3 years
Average salary of employees: $58,000
These are some of the questions we asked our climbers about their experiences with Bishop Financial Advisory:
| 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 Bishop Financial Advisory had these interests:
| Websites | |
|---|---|
| Financial News |
I read a variety of financial news articles including tax law, mortgages, real estate and investing |
| Linkedin profile http://www.linkedin.com/in/janeencapriotti |
Janeen Capriotti |
