WHO NEEDS THIS?

• An advisor or team who does not want the constraints of a monthly fixed plan and will be utilizing an Assistant for 30 or more hours per month

• An advisor who is anticipating a project that may last for three months or more

• An advisor or team who is  is trying to determine how many hours they will utilize over a one-three month period on average

 SERVICES:

• All Administrative skills – Move Money; ACATS; Notifications; Open Accounts 

• Client interfacing (via phone)

• Data management – updating on a regular basis your CRM,  excel spreadsheets, design Power Point presentations

• Online research – Need research on a particular fund or stock – use your assistant

• Interface with Insurance Companies, Mutual Funds

• Integrate with outside platforms such as Schwab; Ameritrade

• Proposals, Client Reports

• Projects such as Repapering,  (projects can be discussed)

Remote Advisor Resources is not affiliated with any broker/dealer