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| MAMC Employee Satisfaction Survey - ALL |
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| Relative to Accounting Excellence |
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| How satisfied are you relative to the provision of budget or financial reports and information you need to perform your job effectively? |
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Please comment as to how this could be improved Please comment as to how this could be improved |
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| Relative to IT Excellence |
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| How satisfied are you relative to IT resources available for you to perform your job effectively? |
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How can we improve in this area of IT resources? How can we improve in this area of IT resources? |
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| How satisfied are you relative to IT performance and service you receive when having performance problems? |
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In your opinion, what should be done so this is improved? In your opinion, what should be done so this is improved? |
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| Relative to HR and Office Admin Excellence |
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| How satisfied are you relative to assistance received regarding matters related to Human Resources? |
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In your opinion, what improvements could be made that would make you feel more satisfied? In your opinion, what improvements could be made that would make you feel more satisfied? |
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| How satisfied are you relative to the condition/appearance of the office as well as provisions available to you? |
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In your opinion, what could we do to improve in this area? In your opinion, what could we do to improve in this area? |
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| Considering your employment experience with our firm to date, how likely would you be to recommend us to a friend as a great place to work? |
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| Please comment on the reason for your answer to the above question. | | |
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| Advisor or Staff Specific |
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| Choose One: My role within MAMC is: |
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| ADVISOR- Please rate your current satisfaction level relative to Client Service support: |
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What do you feel should be done to improve your satisfaction level as it relates to Client Service? What do you feel should be done to improve your satisfaction level as it relates to Client Service? |
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| ADVISOR- Please rate your current satisfaction level relative to MAMC Estate Planning support: |
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What do you feel should be done to improve your satisfaction level as it relates to Estate Planning support? What do you feel should be done to improve your satisfaction level as it relates to Estate Planning support? |
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| ADVISOR- Please rate your current satisfaction level relative to Investment Operations / Portfolio Management support: |
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What do you feel should be done to improve your satisfaction level as it relates to Investment Operations / Portfolio Management? What do you feel should be done to improve your satisfaction level as it relates to Investment Operations / Portfolio Management? |
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| ADVISOR- Please rate your current satisfaction level with MAMC management: |
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What do you feel should be done to improve your satisfaction level as it relates to MAMC management? What do you feel should be done to improve your satisfaction level as it relates to MAMC management? |
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| ADVISOR- Considering your experience to date with MAMC's back office operations, how likely would you be to recommend MAMC to another advisor for investment services? |
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| ADVISOR- Please comment on the reason for your answer to the previous question. | | |
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| STAFF- Please rate your current satisfaction level relative to working with MAMC advisors. |
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What do you feel should be done to improve your satisfaction level as it relates to working with MAMC advisors? What do you feel should be done to improve your satisfaction level as it relates to working with MAMC advisors? |
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| STAFF- Please rate your current satisfaction level with MAMC management: |
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What do you feel should be done to improve your satisfaction level as it relates to MAMC management? What do you feel should be done to improve your satisfaction level as it relates to MAMC management? |
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