Monday, February 15, 2010
January 25, 27, 29
This was my first week back to Investment Counseling Corporation after my long Christmas break, which my boss was so nice to give me off. The company is in the process of changing broker-dealers, so this week I primarily had to work with Terry's (my boss) assistant, Rebecca, to fill out a bunch of paperwork. It involved finding the clients' file and looking for the information that was needed to complete the plethora of forms we had to mail to both the clients for signatures and also the new broker-dealer. It was stressful, but I learned a lot of financial jargon in the process.
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