employer cover photo
employer logo
employer logo

Charter Oak Financial

Is this your company?

Salary - Administrative Assistant Charter Oak Financial Employee Review

3.0
7 Oct 2024
Recommend
CEO approval
Business outlook

Pros

My manager was amazing to work for.

Cons

no room to grow most people work from you but you're expected to be in the office full-time

Explore other reviews about Charter Oak Financial

5.0
18 Oct 2021
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great team of advisors, support staff etc

Cons

No leads, must produce all business on your own

5.0
10 Jul 2012
Recommend
CEO approval
Business outlook

Pros

I first met two representatives at my college career fair. They were both very friendly and we talked for about 10-15 and I gave them my resume. I followed up with an email saying that I wanted to learn more about Charter Oak and got called in for an interview. I went into Farmington, CT Office to meet with the Managing Director and one other agent for about 30 minutes each. I was then called back a few days later saying I was meeting with another agent in the Hamden, CT branch. This interview was about 45 minutes. I was called back about a week later informing me that I got the Internship. While working at Charter Oak I was treated with respect and kindness as an intern. The agents were very helpful and were always there to give me advice. I learned a lot while working with agents whether it was listening in on phone calls, or preparing documents for them. Overall great experience great staff.

Cons

A lot of reconciliation and compliance work. Seemed tedious and felt that I was overqualified for the work I was doing.

See reviews by: Helpful|Rating|Date|All