WHO NEEDS THIS?

• An Advisor or team who have Administrative Support but need an Executive Assistant for Non-Financial Tasks

SERVICES:

• Calendar Management (Business and Personal if they interface)
• Client interfacing (via phone)
• Set appointments and schedule Client Meetings via Zoom or in Person (Monthly, Quarterly, Annual Reviews and more)
• Email Management; Manage Correspondence
• Coordination via various software tools
• Expense tracking
• Travel Arrangements
• Client Gifts, Cards
• Client Events

 

Remote Advisor Resources is not affiliated with any broker/dealer or financial institution