Hamilton Capital Management Work Values

Daily Duties at Hamilton Capital Management:

- Demonstrated understanding of a broad array of investment concepts including annuities, IRAs, qualified/non-qualified plan accounts and tax reporting. - Acted as a liaison between Hamilton Capital Management and contra firms including Charles Schwab & Co. and other custodians. - Prepared well-organized correspondence for clients. - Handled client complaints with etiquette, respect and understanding while directing the client to a quick resolution. - Provided clients with interim valuations of their investment portfolios using Axys accounting and reporting system. - Maintained and tracked outstanding items using Outlook and Amicus Attorney software with accuracy and communicated status to adviser, client and others as needed, in a timely manner.

What they like about Hamilton Capital Management:

A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.

Tags

Financial Analyst

Skills

These are some of the questions we asked our climbers about their experiences with Hamilton Capital Management: