What do you wish you knew about your job when you first started out?
Trading Assistant in Springdale:
"Know The Performance And Pay Scale Evaluation Processes."
This is a busy position and you must be prepared to wear many hats and frequently switch them mid-stream. The clients are generally very nice people, but you will find that the clients with the fewest assets typically require the most service. Clients frequently "walk-in" without having made an appointment ahead of time. If you are licensed, as I am, you can typically help them with all of their needs. Keep copious notes in Outlook and it will help others on the team to know what is going on with a particular client.