Our team will handle the tedious administrative tasks while you focus on building and maintaining client relationships.
The Admin Support service allows you to take advantage of an outsourced office assistant either temporarily or permanently.
Tailored to you + your practice
- Send Announcement Letter
- Weekly Meeting
- Account Opening
- Asset Transfer
- Establish RMD + Move Money Requests
- Training
- Hourly/Contract and Elite Agreements Available



Meet the Advisor Admin Support Team
- Sean MestDirector, Admin Support
- Aisha Kamanu-VicenteVirtual Practice Manager
- Betty WinsorVirtual Practice Manager
- Terri MoyerVirtual Practice Manager
- Hunter RiceTransition Specialist
- Alison HowellsVirtual Practice Manager