Virtual Help for RIAs
金融服务
Tucson，AZ 55 位关注者
Virtual Assistants help Financial Adisors have more time
关于我们
Virtual Help for RIAs is a virtual assistant service specializing in helping investment advisors. Services include: Meeting preparation Meeting follow up Investment trading Manage & process RMDs CRM maintenance Fill out and send forms Research cost basis Process money movement requests Manage & track account transfers Communicate with custodian Alert follow up New client onboarding Paraplanning Input data into financial planning software Investment research Input tax information into tax planning software Tax research Reconcile investment account software Keep rebalancing software up to date Digital Marketing Manage social media accounts SEO support Design, audit, manage website Event planning support Edit & review blog posts & articles Edit videos & podcasts
- 网站
-
https://virtualhelpria.com/
Virtual Help for RIAs的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Tucson，AZ
- 类型
- 合营企业
- 创立
- 2019
- 领域
- administrative support、virtual assistant、financial planner support、back office support、accounting、quickbooks、data entry、virtual help、emoney、morningstar、redtail、wealthbox、BNA、answer calls、call clients、financial advisor support、meeting preparation和marketing support