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Summit Financial Resources Work Values
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Daily Duties at Summit Financial Resources:
Coordinated all activities relating to the conversion of the new Portfolio 2001 database system; Maintained DBCams database system by auditing new accounts, mutual fund account exchanges, and account valuations.
What they like about Summit Financial Resources:
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
Compliance, Series 7, Series 24, Series 53, Series 66, Series 63, Compliance Officer, Compliance Director, Regulatory Compliance
Information about Summit Financial Resources
Company Rank: 3.0 out of 5
Average length of employment : 2 years
Average salary of employees: $63,500
These are some of the questions we asked our climbers about their experiences with Summit Financial Resources:
| 05| | ||
| Were your performance expectations clearly communicated? | 3.0 |
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| Were you recognized for meeting or exceeding expectations? | 3.0 |
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| Did you feel like your personal contribution was important? | 3.0 |
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| Was your career path clearly outlined and discussed? | 3.0 |
| 03| | ||
| I would recommend this as a place of employment. | 2.0 | |
| I believe in the purpose of this organization. | 2.0 | |
| I would work for this organization again. | 2.0 | |
| I feel employees are fairly compensated. | 2.0 |
