1. Employment Profile: What exactly does a back office do? |
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 What field is your job in?
investments
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What is your job title?
back office
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Please provide a brief description of the firm or organization that you currently work for
(size and general description of what type of organization it is)
We are a small privately owned investment firm, handing stocks, bonds, mutual funds.
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How long have you been employed in this position?
3 years
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How many hours do you work a week on average?
24
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Please provide a BRIEF description of your duties and responsibilities. (job description)
Helping clients that need a new stock certificate. paying out customers have due bonds, or coupons. Opening new client accounts.
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What was your gross income last year? Please include any bonuses or incentives received.
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What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.
30000
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Please
list any benefits you have (Please include number of weeks vacation,
sick leave and type of health insurance, retirement plan 401k)
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Do you feel you are under/well/over compensated at your current position?
well compensated
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2. Work environment! |
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Does
your job entail you working with others on a daily basis? Is this
something you like/dislike about your job? Explain
I work with about 10 other people in the office, and some days clients come in and we work with them also. Usually I talk to clients on the phone. I love talking to clients.
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Do you work collaboratively with supervisors/managers?
Yes
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Do you work collaboratively with your co-workers?
Yes
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Describe
your work location (e.g., office, home, theatre, in the field) and what
you like/dislike about working in it
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Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.
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3 Income
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4 Work Environment - co-workers
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5 Work Environment - supervisors
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8 Benefits
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6 Hours
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2 Level of responsibility
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1 The actual "work" you do at your job
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7 Job Title
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3. How should someone new to the workforce get a J-O-B like yours? |
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If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
It would take a college degree. but there really are not many jobs like the one that I have. Most investment firms are now part of a larger affilate like a bank. Working for a bank can be very rewarding so go online to your local bank with their headquarters located near you and apply.
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What
skills do you think a person should have if they want to pursue a
position like yours? Please be specific and explain why (e.g., social
skills, organization skills, technical skills)
You must be social! You have to talk with clients and co workers all through the day. As far as organization, you are dealing with clients Social security numbers, bank account numbers and so forth and you really dont want to lose them. Using the systems are pretty simple once you watch someone use them
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Do you feel that you need a certain level of education or training to be successful in your job?
not really
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What advice would you give to someone who was about to start work in your position/ line of work?
work hard. try and go above and beyond what is expected of you. Anyone can do the bare minimum!
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