April 19, 21, and 23

This week was also spent doing a spread sheet for Terry and Rebecca. This week though, I spent analyzing last year's sales data. I recorded the unrealized gains and losses of the clients' investments in mutual funds, stocks, bonds, ETFs and cash & money funds. I had to fill in the unit cost of how much Terry bought each investment for and I analyzed what the return was for the client. On a lighter note, I helped Rebecca pick out the birthday card that we will start sending to each client when it comes time for their birthdays. This is a form of marketing because it is keeping up with customer relations.

April 12, 14, 16

This week was spent mainly compiling data for Terry's clients' portfolio reports. It was a very rigorous task that forced me to learn more about stocks and investment strategies. It required going through the clients' files, looking for the exact numbers that I needed, and making an excel spread sheet of the data. This task was important because not only did it cut Terry's work in half, it also gave me a lot of responsibility because the numbers I found will affect the clients' yield of return. The task gave me responsibility and a sense of trust. I was busy working on the client portfolio reports all day Monday and Wednesday so that they would be ready for Terry to start using the beginning of the next week. On Friday I helped Rebecca file paperwork and catch up on the usual daily intern tasks.

April 5, 7, 9

This week I worked on printing, packaging and mailing the newsletters to the clients. Monday primarily consisted of folding all the newsletters. I didn't count them but there was so many! Wednesday I worked on addressing all of the letters and putting stamps on them. Friday I worked on mailing the buy and sell records to the clients so they can have them for their records. I had to make sure the names matched up, package them, address them and send them out. Basically, my hands were very tired after this week.

March 29, 31

This week I helped Rebecca and Terry work on the company's March newsletter that we planned to send out at the beginning of next week. I helped her decide what content should be in the newsletter and I copy edited everything that went into it. Terry and Rebecca respected my opinions and valued my comments. It made me feel important and like an actual asset to the business. The newsletter teaches me a lot about marketing because it allows the company to communicate with all of its clients. Terry writes an article, which I edit, about an issue in the financial world that will help clients better understand it. There's always a financial definition and there's also fun facts and statistics pertaining to finance and investment.

March 22, 24, 26

Last week I did not go to my internship because it was spring break. I came back refreshed and ready to produce new marketing ideas, but since I was gone for spring break there was a lot of little things that weren't done around the office. Therefore, my week basically consisted of catching up with my boss and co-worker and organizing a plethora of important papers into clients' files. I think that my boss and co-worker appreciated me a little more when I came back because they didn't have me there to help out with the little things I do for the company every Monday, Wednesday and Friday.

March 8, 10, 12

This week was a little more relaxed because we got a majority of the tasks done that have been hanging over our heads. I worked on organizing a binder of all of the clients' buy and sell histories most of the day on Monday and Wednesday. Friday was a fun day because it was my boss' birthday so we threw him a surprise party at the office. Needless to say, we didnt get that much done Friday but it was really fun.

March 1, 3, 5

This week at ICC, I helped Rebecca to finish up the monthly newsletter. We just started doing the newsletter, which we believe will add to the company because it shows the clients that there's a human element to the work that Terry and Rebecca do for them besides managing their money. I was responsible for writing the definition section of the letter. In each issue we're going to define a financial word that will help people understand the financial world in a clearer light. This month I defined what an Exchange-Traded Fund is, which in short is similar to a mutual fund. This is the link to February's newsletter:

http://www.icsadvisors.com/2010_February.pdf