We place experienced Assistants with Financial Advisors all over the country - remotely.
Schedule a call with us to discuss your needs.
We will contact you at the scheduled time and have a detailed conversation about your specific needs, as well as anticipated hours needed. Based on that conversation, we will make a recommendation from one of our many platform options (on the website). If you are ready to proceed, we will connect you with one-two assistants that we feel would be a good match, and let you make the final decision as to who is the right fit for you.
We will send you an initial invoice to begin. And, your new assistant will email you the forms needed to gain access to your Rep IDs and any technology you would like them to have access to. Your new assistant can be up and running in as little as a couple of days!
o New Account Opening: Traditional IRA, Beneficiary IRA, Roth IRA, Trust, Estate, Individual, TOD, etc.
o New Account Opening: 529, UTMA, Outside Business, Direct Business, etc.
o Account View Setup: Initial Setup, Password Reset, Account Unlock, Multiple Users, Customizable View
o Process Contributions and Distributions : On Demand, One-Time, Periodic
o Setup Periodic Contributions and Distributions: Recurring ACH, Journal, Check, etc.
o Process Partial Withdrawal/Full Surrender – Annuities
o Advisory Fee Change/Update
o Obtain/Process Cost Basis: Input/Update
o Alternative Investment Redemptions/REIT Redemptions
o Roth Conversions
o Required Minimum Distribution Form Preparation
o Systematic Required Minimum Distribution Setup
o Process Death Claims: Annuities and IRAs
o ACAT Transfers; Non-ACAT Transfers; Outside Transfers
o E-Money and Wealth Vision
o Process Annuities – Annuity Order Entry
o Process Alternative Investments – AIOE/Purchasing
o Data Management in CRMS - Redtail, Salesforce, Wealthbox
o Work on different platforms for RIAs - Fidelity, Schwab, TD Ameritrade, Asset Mark
With extensive experience in the financial services/brokerage area, we have built our model around focusing on the needs of the Independent Advisor and RIAs. We offer remote staffing solutions from an extensive pool of talent all over the United States - broadening your chances of finding the perfect 'match' for your needs - whether it is basic administrative work or more extensive services such as paraplanning, insurance, or various fee based platforms. Our experience and connections also allows us to connect an advisor who is contemplating a move to an RIA, Hybrid RIA or Independent Broker Dealer with the right fit.
A career in the Financial Services industry can lead you in many directions - that are can be both lucrative and flexible. Our AAA - Advisor Assistant Academy is the perfect place to start your new career by learning this niche area of financial services where there is continued demand for in-house and remote Assistants.
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WHY WORK WITH US?
At REMOTE ADVISOR RESOURSES, we’ve torn down the barrier between personal and professional fulfillment. Our service offers a greater work-life integration for our Assistants, who in turn, work harder and are more productive as there is no billing for unused time during the day. They love working remotely!Penne graduated from the University of Texas in Austin. Post graduate work included a year of study in the International Studies Masters Program at New York University.
Noticing a change in the way financial services is evolving with the introduction of new technology platforms, Penne realized she could provide a service for independent advisors to access talent from a much broader scope of people – remotely – allowing flexible, part-time experienced assistants a way to provide a cost effective alternative or supplement to in-house employees.
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