SERVICES – General Office Administration

Our Total Office Team can help you with everyday tasks to keep your office running smoothly and efficiently utilizing state of the art equipment and an extensive array of software.

Our General Office Services include,
but are not limited to:

• Assist with daily correspondence and queries
• Calendar Management
• Client meeting prep
• Scheduling of client appointments
• Phone, e-mail and fax support
• Prepare documents for client meetings
• Download and file client documents
• CRM and database setup and maintenance
• Data entry into spreadsheets, reports and software
• Billing and Invoicing
• Mailing of daily correspondence, portfolio reports and other documents
• Conference, seminar and other event planning
• Travel and concierge services
• Research

General Office Administration is just another way we can 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!