Feeling a bit overwhelmed by all the daily paperwork and other tasks needed to setup accounts, process transfers and keep client accounts in good order?
By handing over your Account Administration tasks to us, we can free up your time and your mind so you can get back to running your business.
Our Account Administration Support includes, but not limited too:
- Forms processing
- Account opening/closing/changes
- Transfers and other cashiering tasks
- Process Alternative Investments
- Monitor and update Beneficiaries
- Process Death packages
- Assist with client queries, changes, and withdrawal requests
- Check client balances for monthly auto-withdrawals
- Assist with tracking and troubleshooting of deposits/transfer/etc.
- Mail monthly and quarterly statements, invoices and portfolio reports
- Confirm trade settlements and withdrawals
- Upload management fees/invoicing
- Handle client service issues
- Create and maintain client CRM
- Daily and bulk scanning
- Billing and invoicing
We’ll prepare forms for signatures, work with your custodian to get a task completed, while handling any hiccups that may arise along the way until everything is completed and in good order.
We work with a variety of custodians from TD Ameritrade, Schwab, Fidelity, SEI and more!
Account Administration is just another way we can help Financial Advisors do the things they don’t want to do, have time to do, or know how to do without the added cost of hiring, training and maintaining an employee!