First Month Complete

Hello Everyone,

My first month has been a whirlwind of a month. There has been a ton of learning going on, and some mistakes made however I am learning from them. My boss is very friendly although she can be hard to communicate with at times. I just have a hard time getting accustomed to the office work flow. You’re suppose to work very independently but I felt that I needed more feedback about the way I was doing.

Something that was very exciting was that I have been able to sit through some client meetings and see how my boss talks and interacts with our clients. This is very important because we need to keep them happy with our work and the performance of their portfolios.  These people have very high net worths, and it can be a bit scary dealing with their demands for work. However, working as a team we can get it done. It was interesting seeing how the process is done from facing the client to doing the work, and finally delivering the work in a way they can see.

Leave a Reply

Your email address will not be published. Required fields are marked *