As a Financial Virtual Assistant, Renee Jeffries, FPQP™, excels in managing financial processes and assisting in achieving operational success.
Virtual Assistants
Operations & Client Experience Support for Financial Advisors
10 years of Expertise Keeping Clients Engaged and Practices Running Smoothly.
FINANCIAL VIRTUAL ASSISTANCE
- Do you dread filling out forms and hanging on the phone with custodians all day?
- Do you need to follow-up on account openings, transfers, RMD's or beneficiary changes?
- Do you schedule client appointments only to have the client not show because the appointment was not confirmed?
If you answered "YES" to any of these questions, let us help you.
Your focus should be building your business. Let an experienced Financial Virtual Assistant allow you the time to start meeting with clients again, without the hassle of preparing for it.
Virtual assistants are experienced with the following and many more:
Minimum if any training required
What I Offer
Client "Red Carpet" Service
- Schedule and confirm client meetings - Prepare for client meetings - Follow-up - Client mailings - Coordinate client cards/gifts - Other administrative tasks
Contact Management
- Update contact Database - Follow-up on client requests - Manage tasks and meeting notes - Create reports using CRM - Work with clients on Online access
New Accounts / Existing Accounts
- Prepare and send materials as needed - Submit paperwork and follow-up - Provide status report on assignments - Update Advisor on progress
Structured Retainer Packages
Choose the package best suited for your needs. Call me for financial virtual assistance.
FREE UP YOUR TIME TO FOCUS ON WHAT MATTERS!
A Virtual Assistant is your answer
Renee Jeffries, FPQP™
Renee Jeffries, FPQP™
Financial Virtual Assistant
