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:

Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.

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Financial Analyst

Skills

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