RWS Virtual Assistant
In our industry, time is your most precious resource. Outsourcing has proven to be a way you, a busy and successful rep-advisor, can find more time to spend with your clients or prospects, manage your practice, volunteer in your community, and devote more time to your family and friends.
Do you wish you could have an experienced support staff candidate walk through your door without having to put the time, money, and energy into training them? RWS Virtual Assistant is your answer. It is a platform of services we offer to help streamline rep-advisors business operations. The following services include some of the most commonly requested:
- Populate forms
- Trade blotter
- Follow-Up/Process paperwork
- Add/Maintain client information
- Maintain & store client notes
- Client registration
- Licensing & continuing education tracking
- Quarterly performance reporting
- Create/Update tasks
- Upload documents
- Client segmentation
- Out of office call forwarding
- Distribute/Maintain newsletters
- Monitor items for attention/alerts
