- What can I do/read in advance to be ready for internship as soon as I arrive?
- Read a little bit of the Series 66 book and the Series 7 book
- What should I know about you before I start working here?
- I did financing and budgeting in the military and now I do the same thing but with individuals
- What is your job title?
- Accountant
- What are your main duties and responsibilities?
- Tax Preparation, Investment Advisory, and Marketing
- Why did you choose to work here?
- I like to help people organize their finances
- What skills and training are necessary for your position?
- Register with California to become a tax preparation, take test/courses about investing, and take college courses in accounting
- Do you consider a career in this area satisfying? In what ways?
- Yes I do, I have been actually enjoying it because I get to help people
- Is there anything you wish you'd realized about the world of work when you were my age?
- I would say. If I had to go back, I would focus on the type of people I work around with and not the job itself because if you work with people you like and are friends with them, it makes the job more enjoyable whereas if you work at a job that you like but are working with people you do not like then it makes the job not as satisfying.
- What is a typical workday like?
- Well when I come into the office, one of the first things I do is check my email to catch up on some work that a client might have sent me during the night when I am not at the office. Then I do the work that i need to catch up on and once I am finished I either read or study new material.
- How is this organization structured?
- We are an S-Corporation with Shareholders and we have 3 of them, and then we have 6 employees
- What does it take to be successful in this organization?
- Being able to relate with clients to make sure they feel secure about us and the work we do for them
- What other advice do you have about working here?
- Come up with a system to prioritize things either emails, work, appointments, and so on forth, so basically stay organized
- What other personality traits, skills, or knowledge are important here?
- I would say that you have to avoid being judgemental on what your clients have done in the past that have to deal with the work you about to do with them
- What questions did I not ask yet that I should have?
- What is the average salary?
- Ohh yes, what is the average salary?
- Well it is around $41,000 to about $104,000