Virtual Administration & Paraplanning
Our virtual administrative team is available to advisors who need additional help in operational or compliance-related duties. You will work with your virtual admin one on one, developing a customized partnership focused on your working style and unique needs.
Your virtual admin provides your office with a range of services and solutions to meet your current staffing needs while maintaining the flexibility to scale up as your business grows. Daily operational tasks include account paperwork, customer relationship management and communications support.
In addition to comprehensive administrative support, your virtual admin is available to assist with other tasks vital to an efficient and effective workflow, including the compliance process, the cultivation of an online personality through website and social media updates and the coordination of client events.