TALIA
I have about fourteen boxes of paperwork to fit into three drawers of a file cabinet. It's actually surprising how much business my boss, Harold Shaw, managed here in Vegas, even from his home base in San Francisco. He sent me here with the historical files, even for clients we no longer manage. Now I have this monumental logistics issue to figure out.
Maybe someday I'll convince him we need another person here, just an administrative assistant to help digitize the files, answer the phones, manage the calendars. Good thing I can do all of that too - otherwise, I'd be tearing my hair out right now.
I mean, I guess it makes sense that a financial advisor would be somewhat organized, right? It would be weird if I was really good at analyzing market performance and investment strategy but unable to figure out how to organize a few files.