WHO NEEDS THIS?

• An OSJ or Enterprise who would like to utilize our Administrative Services assistants on an ongoing basis for their advisors
• An OSJ or Enterprise who would like to utilize our Transition Services on an ongoing basis.
• Special Pricing based on Size of Enterprise

• SERVICES:

• Basic Admin Services
• Managing emails – incoming, outgoing
• Client interfacing (via phone)
• Data management – updating on a regular basis your CRM,  excel spreadsheets, design Power Point presentations
• 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)