Part Time Remote Assistants
Skilled Assistants with Packages Starting at 20 Hours Monthly to Custom Monthly or Retainer Packages
Full Time Remote Assistants
Skilled Assistants for Full Time Administrative or Operations Needs but as an Independent 1099 Contractor
Elite Extended Services
Skilled Assistants on Multiple Platforms for RIAs and Ultra High Net Worth Divisions
Orion; Black Diamond; Advent; CAIS; LaserFiche; +Subscribe
Platforms
Fidelity; Schwab; Clientworks; Pershing; Wealthscape; NFS; Raymond James
CRMs and Financial Software
Redtail; Salesforce; Wealthbox; Orion; Riskalyze; Right Capital; Emoney; Docusign; Microsoft
Insurance Services
Assistants skilled in Insurance – Health; Long-Term Care; Applications; Different Carriers
2025 Packages and Prices
CORE
$1,000
20 HOURS MONTHLY
- Hours Do Not Roll Over
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
CUSTOM
$2,820 up
STARTING AT 60 HOURS MONTHLY – 15Hrs/Week
- Hours Do Not Roll Over
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
ELITE
$1,100 up
STARTING AT 20 HOURS MONTHLY -ALL PLANS
- RIA Multi Platforms
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
RETAINER
$3,920
80 HOURS TO BE USED OVER 1-3 MONTHS
- Hours Roll Over – Flexible
- One Time Placement Fee of $1,000
- First Month and Placement Fee Due to Initiate Services
SCHEDULER
$900 up
STARTING AT 20 HOURS MONTHLY
- Minimum 20 Hours Monthly
- One Time Placement Fee of $900
- First Month and Placement Fee Due to Initiate Services
FINANCIAL PLANS
$1,400 up
STARTING AT 20 HOURS MONTHLY
- Minimum 20 Hours Monthly
- CFP – $70/hr
- Paraplanner – $55/hr
- Work on Various Financial Software
TRANSITIONS
$4,000 up
80 HOURS TO BE USED OVER 1-3 MONTHS
- Advisor Transition or Repapering
- Teams Available
- 7 Days A Week
- Additional Hours Available
DIRECT HIRE
$8,000
TEMP-TO-HIRE
- Start out working with an Assistant as a 1099 Independent Contractor through RAR
- Option to Hire Direct
