Administration support for financial advisers
Harvard Paraplanning Services
Secretarial Services, Virtual Assistant, Word Processing
Our Administration support service allows you to focus on building and maintaining client relationships by removing a large part of the compliance and administrative burden you face on a day-to-day basis.
In the current climate of uncertainty, clients are expecting you to do more for lower fees. Combined with greater compliance and regulatory controls, it is increasingly difficult to operate a profitable financial planning business.
Harvard Paraplanning Services provide you with a cost effective, reliable and efficient service tailored to your needs to enable you to reduce time consuming tasks and free up your time for other important activities.
Before we list the services that we provide, it may be more appropriate to say what we don’t do.
We never say “we can’t do that” or “that’s not what we do”.
If it is at all possible for the task to be carried out from our office in Coffs Harbour and it will assist you, the financial adviser or your in-house staff, we will find a way. With technology available today, about the only thing we can’t do is bring you a coffee, and even then we can likely organise delivery to you.
However, most advisers using our services usually require any one or combination of the following services:
Administration support – our administration services are specifically tailored to each advisers needs and may include:
- Updating client databases
- Completing and lodging insurance and investment applications, implementation and follow up
- Organising and preparing for client reviews
- Booking appointments
- Organising seminars
- Powerpoint presentations
- Simple and complex spreadsheets
- Writing newsletters, articles, training manuals
- Email correspondence
- Typing – forms, reports, memos, letters etc.
Our service is flexible and will be tailored to meet the needs of your business. Please feel free to contact us for a complimentary appointment to have a chat to discuss your needs in more detail.
, Administration Services
, Executive Assistant
, Office Support
, Personal Assistant
, Powerpoint Presentations
, Secretarial Services
, Virtual Assistant
, Virtual Office Assistant
, Word Processing