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Career Profile Instructions

Please CLICK on each title to reveal a new section. There are three sections to every profile; an extensive questionnaire "We asked" , an average day broken down in detail "A Day in the Life Of", and a place where you can ask the profiler a question directly in "Ask me." (You must register to use the "Ask Me" feature)

financial specialist Career Profile— Female, age 28 (ID #437)

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We asked A day in the life of… Ask me

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1. Employment Profile: What exactly does a financial specialist do?

  What field is your job in?


  What is your job title?

financial specialist

  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)

I work for a company with 180 people. We work on retirement investments for members.

  How long have you been employed in this position?

5 years

  How many hours do you work a week on average?


  Please provide a BRIEF description of your duties and responsibilities. (job description)

I work on financial reporting of monthly payments for retirement accounts.

  What was your gross income last year? Please include any bonuses or incentives received.


  What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.


  Please list any benefits you have (Please include number of weeks vacation, sick leave and type of health insurance, retirement plan 401k)

health, retirement account

  Do you feel you are under/well/over compensated at your current position?

I am well compensated

2. Work environment!

  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 others in my work unit. We cover for each other on accounts. I also work with outside businesses by phone. I like this as it makes everyday different. It's not the same job every day.

  Do you work collaboratively with supervisors/managers?


  Do you work collaboratively with your co-workers?


  Describe your work location (e.g., office, home, theatre, in the field) and what you like/dislike about working in it

I work in an office. I like that it's a great group of people who get along. I hate working in a cubicle.

  Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.

  • 1 Income
  • 2 Work Environment - co-workers
  • 3 Work Environment - supervisors
  • 4 Benefits
  • 5 Hours
  • 7 Level of responsibility
  • 6 The actual "work" you do at your job
  • 8 Job Title

3. How should someone new to the workforce get a J-O-B like yours?

  If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?

Have a good solid education, especially in business. Have some experience in the finance field. Have some customer service experience.

  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)

Must be able to talk to customers. Must be organized, able to multitask. Must be able to use Microsoft Office.

  Do you feel that you need a certain level of education or training to be successful in your job?

Yes, must have a bachelors degree.

  What advice would you give to someone who was about to start work in your position/ line of work?

Don't get behind on work. Ask for help if you need it. Spend time iwth your coworkers because you will rely on each other.

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