我在一家仅有一名顾问的小型RIA公司担任办公室托管/助理。我们管理了一个小的401（k）计划。该计划的运行方式存在几个差异/问题。
公司和福利经理希望明天与我的公司举行一次大型电话会议，以解释差异以及如何管理计划。我的老板正在度假。他告诉公司福利经理兼首席执行官，我将独自处理电话，我最了解。
I don't know a damn thing about how the plan is set up and what to do. He is the licensed advisor and set-up the plan. I am not licensed and help open the accounts and move money.
What should I do?
I am going to law school in the fall, so this job/firm is not in my long-term plans.
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Comments (4)
If law school is really a done deal for you in the fall I would consider walking. You will burn the "relationship," if that's even worth anything, but I would simply leave the experience off my resume and forget it ever happened. Why did you even take this job? Do you need the money? What's the worst case if you walk?
在本科期间，我经历了一些类似的经历。我为前BB银行家实习，该银行声称他与一支由几个人组成的团队成立了一家精品咨询公司。几个星期后，很明显，这只是他，这并不是真正合法的商店（即没有真正的客户群，只是他试图努力开展业务）。我告诉他我忙于上学，只是停止出现。在这篇文章之前，我完全忘记了这种经历。
Hey, can I send you a DM with more details? I do not want to share too much in the public view.
去吧。如果您怀疑任何类型的欺诈或非法性，我会立即走 - 任何人都会提出建议。
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