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Wednesday, November 25, 2009

Wednesday, 25-November-2009

1) So I was just notified I cannot use any vacation days in December (because according to Boss, we're too busy.) She mentioned that she wants to just pay it out rather then give me the time off next year.

2) HK somehow downloaded a virus on her computer. When we told Boss that HK's computer is down and that D.Prince who is an outside technician guy is coming in, she said, "well, what did HK click that was different?" Note: Clear evidence she has no clue.


Tuesday, 24-November-2009

1) We had a company retreat meeting today. All we did was basically identify items that we've said before (ie. phones need to be updated, need to be making better use of technology, work on communication, etc.)

2) Boss told me I need to use my vacation up by year end and that I should take off this Friday. I thought this was unfair, because back in August she told me that I could carry forward my vacation into next year since she did not want us working in November or December (because we're 'too busy'.) Note: Just for the record, November has been very slow so far.

3) Boss tore me up on client K.Nye's summary due to mistakes. Although she gave me the disclaimer that these were not my fault, she probably did not need to be talking in the tone that she was. Note: these 'mistakes' on the statement have been there since 12/07. So she's seen at least 8 summaries (ie. 4 (1 summary per quarter in a calendar year) x 2 years = 8) and now she has discovered a mistake. So what was she looking at the last 2 years?

Thursday, November 19, 2009

Thursday, 19-November-2009

1) Boss was in Bremerton from 7:30-12:30. She was in the office from 12:30-1:30 eating some leftover chips in the kitchen and some paperwork. 1:30-3:00 she went to check on her blinds at home.

2) Boss just told client A.Hansen that inflation was at 2.35%. The last time we were at 2.35% was in October 2008 according to Forecasts.org.

Wednesday, November 18, 2009

Wednesday, 18-November-2009

1) So first thing this morning, HK and BR ask me if D.Lloyd dropped off a 401(k) statement in the last 2 weeks. So I said "No", because I know that client and had he done it, I would have put it in his client folder. So Boss is basically blaming us for misplacing the statement. HK calls D.Lloyd up and he said he thought he had dropped it off, but maybe not.

2) Boss had a 12:00 appointment at Fircrest that she needed a ride to. At 11:22 am she said I had 10 minutes, because she was leaving. I just had a few summaries left to print for her meeting. At 11:24 am she comes into our office and puts her jacket on and says lets go. So I responded that she had said 10 minutes. Boss said we have to go and we cannot be late and kept acting impatient. She said "We need to leave now" at least 3 times. I eventually got the summaries together and we left for Fircrest. We left at 11:38 and arrived at 11:45. It took us 7 minutes.

3) Boss' boyfriend who drives her around somehow injured himself last week. She returned from a 12 o'clock meeting and complained that Costco had no grapes or big bag of chips (ie. she was purchasing them for tonights Workshop she's hosting.) The boyfriend had to stay in the car while Boss ran into Costco to buy the items herself. NOTE: I called Costco at 2:05 pm, spoke to Charles in deli/meats, and they have both grapes and chips.

4) Lawyer D.Lineberry needed copies of some death certificates. So Boss tells HK that D.Lineberry is coming between 5-6pm to pick them up. So HK asks should she give the death certificates to D.Lineberry and Boss says no, because HK will not be here. HK then asks if I should give the death certificates and Boss says no, because I possibly might not be here. HK then asks if Boss should have the death certificates, she raises her arms out of frustration and says I just want to get it done (HK said she turned bright red too.)!!! Then Boss said to just give it to me.

The end result was that I stayed until 5:05 pm. D.Lineberry was still not here and I managed to catch Boss walking out of her workshop in the conference room. I tried to give Boss the death certificates and she just said to put it on BR's desk so that she can remember to give it to D.Lineberry.

Tuesday, November 17, 2009

Tuesday, 18-November-2009

1) What's the difference between:

BE Summary as of 9/30/2009

and

BP Summary as of 9/30/2009

My boss called me in asking what the difference between the two were. The number of rows on each worksheet was significantly higher on one worksheet vs the other. The actual font size of the 'BE Summary..." was 26.

Monday, November 16, 2009

Monday, 16-November-2009

1) She asked me to GOOG a Charles Holmes in Reno, NV, because they are Cousin Herbs Cousin. Boss thinks they passed away, but how am I suppose to find this out? Charles Holmes is a very common name.

2) HK mentioned that she would talk to the Walters client about their amended trust, because their attorney didn't know what he was doingand then yesterday..Boss says "i never said that".

3) HK mentioned that she's having to explain a lot of things over and over from the beginning. For example, Boss forgot the whole novotney conversation...and didn't know that assets were supposed to go to his trust. She wanted to put it into their joint account.

Monday, November 09, 2009

Monday, 6-November-2009

Boss was in a good mood today. Nothing to report.
November 4 - 5 Boss on trip to Phoenix.



October 26 - November 3 Boss on trip to London.