Your return of investment starts with your operations.

In a fast-paced industry, successful operational professionals lead with ambition and curiosity along with the ability to adapt to any changes your custodian throws at you. With a whole lot of savviness mixed in with a  little bit of sweat, our team supports the most critical functions of any financial planning and investment management firm.

Why we're different

Our team receives:

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• Specialized training and demos from established and up-and-coming fintech providers and custodians

• Internal ongoing training and development

• Critical everyday operational support through Slack

• Troubleshooting assistance with technology or paperwork

• Advisor relationship support

• Fun and flexible work schedule

• Emphasis on work and life balance

We're so much more than admin

The few tasks we CANNOT assist with:

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• We are not a receptionist service, but we can refer reputable receptionist services if you'd like. It's just not our wheelhouse.

• We cannot trade investments as we do not hold the necessary licenses.

• We cannot run finger-printed background checks to be associated with a broker-dealer. It creates conflict of interest for our existing clients and creates additional liability.

• We cannot qualify prospects for advisors.

The critical tasks we CAN assist with:

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• We can be front-office or back-office! We're usually front-office for RIAs that do not currently have an operations person and back-office for larger firms that have an established operations team or a COO who already runs the show. Clients love us and advisors want to be us!

• We love financial planning only firms, but we thrive best with firms who offer investment management since we speak the same lingo as your custodian (and, we enjoy it!).

• Fintech, custodial paperwork, meeting prep, meeting follow up, client communication, admin support, we can do it all!

• Primary custodian experience includes Charles Schwab, Fidelity, TD Ameritrade, and SEI.

• Electronic signatures are our jam.

Your amazing virtual assistant is waiting

• Dedicated client servicing virtual assistant

• Minimum of 12-hours per month for $65 per hour (by retainer)

• Excess hours above retainer amount for $80 per excess hour

• Retainer hours do not rollover

• Requires only monthly commitment