Virtual Office Support for Financial Advisors Nationwide

Welcome to Total Office, where we offer you, the financial advisor, a whole new way to work, like another professional extension of yourself to relieve your daily workload. We disburse account administration functions and administrative office tasks virtually, so all you do is delegate and it's done.

There’s no describing the relief and freedom our clients experience simply by outsourcing to Total Office. Imagine—more room on the calendar, a nice, long dinner date with your loved one, more time to pursue dreams and goals so important to you personally and professionally.

Truly, anything an administrative secretary can do, we can do … but more efficiently. Because you’re not paying us to stand at the water cooler. Nor do you have to supply office space, taxes, benefits, equipment or training. We simply conduct your administrative tasks off-site, to wherever you are, whenever you want it, anywhere in the world.

By Intranet, phone, fax or email we conduct what you dispense, from opening new accounts, to database management to newsletters, mailings and more. Click here for a sample listing of services.

On every page of this website you'll immediately see where we can help you. All it takes is to schedule a conference call to get your work underway. It's that simple. Financial advisors from around the country have tapped the Total Office wellspring only to discover the easiest way to work they’ve ever imagined. You’ll never go back to your old ways, we promise.

Outsourcing your back office needs is just one way we can help you, the Financial Advisor, do the things they don’t want to do, have time to do, or know how to do without the added cost of hiring, training and maintaining an employee!

 

Burning the Midnight Oil Again? Our Mission: To help financial advisors do the things they don't want to do, have time to do, or know how to do, without the added cost of hiring, training and maintaining an employee. © 2000 -2010 - Total Office Inc.