I started a job last month, as an executive administrator. I open accounts based on information given to me by financial advisors. While I have a strong background for sales-teams, I have to admit that my lack of a background in finance, needs to be rectified. If there is a book, you would recommend to be helpful to me, please lmk. TIA
You may find these links helpful:
– [Budgeting](/r/personalfinance/wiki/budgeting)
– [Tools and spreadsheets](/r/personalfinance/wiki/tools)
– /r/mintuit and /r/ynab
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What type of firm are you working for?