I provide a full range of paraplanning and administrative services, including:
- Meeting preparations for open retainer clients and hourly clients.
- Meeting preparations for one-time Financial Reviews/Tune-Ups.
- Working with planning software programs (MoneyGuidePro, RightCapital).
- Working with custodians (SSG/Pershing, Schwab, TD Ameritrade, TIAA) to: 1) create new account and account transfer paperwork; 2) move money; 3) track account contributions, distributions and RMDs; and 4) confirm trades.
- Working with portfolio management programs (Morningstar Office, Morningstar Advisor Workstation, PowerAdvisor).
- Prospect screening and scheduling
- Creation/customization of workflow processes
- Maintenance of CRM/File Sharing programs (Advisors Assistant, Box, Dropbox, Egnyte, Grendel, Redtail, ShareFile, SugarSync, Wealthbox)
- Website development and maintenance
- WordPress blog creation and maintenance