- Schedule and confirm client meetings - Prepare for client meetings - Follow-up - Client mailings - Coordinate client cards/gifts - Other administrative tasks
- Update contact Database - Follow-up on client requests - Manage tasks and meeting notes - Create reports using CRM - Work with clients on Online access
- Prepare and send materials as needed - Submit paperwork and follow-up - Provide status report on assignments - Update Advisor on progress
Choose the package best suited for your needs. Call me for financial virtual assistance.