As the name of my business suggests, I provide full-service administrative support services. You might call it one-stop shopping. Mind you, I can’t do it all . . . but I can make sure it all gets done. Following are services I provide. The list is by no means all-inclusive, so if you have a need that you don’t see, please get in touch.
Paraplanner Services
- Client scheduling
- Document/data capture
- Track continuing education compliance
- Maintenance of CRM contact databases
- Creation of workflow processes
- Complete preparation for Investment, Risk Management, Tax and Estate meetings
- Complete preparation for Strategy Sessions/Financial Reviews
- Federal tax return data capture
- Property tax status follow-up
- Initiation of property tax certificates of error
Administrative Support Services
- E-mail management
- Calendar management
- Word processing
- Business correspondence
- Travel and lodging arrangements
- Research (traditional and Internet)
- Meeting coordination
- Web site development and maintenance
- Social networking site development and maintenance
- Blog creation and maintenance
My goal is to establish long-term relationships with my clients. This puts me in a better position to understand their business, recognize and address the challenges and opportunities, and help them reach their professional and personal goals.
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