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Career Story: Administrative Assistant To A Financial Advisor

Administrative Assistant To A Financial Advisor

Job Title: Administrative Assistant

Type of Company: My company is a financial advisory company.

Education: BA, Business Administration, North Adams State College

Previous Experience: I worked for eight years as an administrative assistant and traffic coordinator for a publishing company. Prior to that, I worked as a leasing consultant for an apartment rental company.

Job Tasks: I am an administrative assistant to a financial advisor who specializes in 401(k)'s and personal retirement accounts. I assist him by managing his calendar and meetings. I also help to fill out the biographical information on account applications and other paperwork. I help him to market himself to his clients and to potential clients through mailings and phone calls. I put together client files for annual review meetings or employee educational fund meetings. I also prepare files for his prospects. I answer the phone and try to assist the customers and other sales reps who work with my boss as much as possible. I do some light typing and work with the ACT database, Lotus Notes and Microsoft Office. I do a lot of research on the internet trying to get data for a meeting or for my boss to put together a presentation. Everyday I make calls to clients and vendors to schedule meetings or get information. My boss and I have a weekly meeting on Mondays to get ready for the upcoming week. I also scan and shred a lot of personal documents.

Best and Worst Parts of the Job: The best part of the job is my boss! He is wonderful to work with and very understanding. He is also very good at going over new things with me and making sure I have the right training to get the job done.

The worst part of the job is all the paperwork that needs to be done.

Job Tips: When working in this business it is much easier and less stressful if you have some background in finance. Learning the proper terminology and which forms are which can really stress you out and make you feel incompetent. You can do it, but -- take it from someone who jumped into the financial world with a background in other things -- it's hard.

Additional Thoughts: The most important personal quality for success in this job is discretion because you are dealing with people's finances. And you must be very detail-orientated.

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