Platform Experience/Knowledge
- LPL ClientWorks – advisor operations, account servicing, and workflow support
- Redtail CRM & Redtail Imaging – client relationship management and secure document organization
- Wealthbox CRM – client relationship management, workflow tracking, and communication tools for advisors
- Salesforce – lead tracking, client communication, and workflow automation
- MyRepChat – compliant business texting, client communication, message templates, and automated responses
- Albridge – performance reporting and client data management
- Google Workspace – collaborative documents, scheduling, and file management
- Zoom – virtual meeting coordination and client communication
- FMG Suite – marketing automation, client communications, and content management for financial advisors
Administrative Support
- Client Database & CRM Management
- Email & Inbox Management
- Calendar & Appointment Coordination
- Document & Proposal Preparation
- Research & Market Intelligence
- Expense Tracking & Invoice Management
- Client Follow-Ups & Reminders
- File & Cloud Storage Organization
- Meeting Support
- Form Creation & Data Collection
- And More…
Customer Service Support
- Monitoring reviews and feedback
- Responding to customer inquiries via email and/or chat
- Creating and updating FAQs or help documents
- Personalized onboarding workflows and welcome kits
- Client birthday and milestone tracking
- Sending birthday or wellness reminders for clients
- Coordinating loyalty or referral programs
- And More…
Marketing & Social Media Management
- Graphic design (logos, flyers, presentations)
- Website updates and maintenance
- Slide deck creation
- Social media content creation and scheduling
- Hashtag research and trend tracking
- Email campaign setup and newsletter formatting
- Blog post drafting and publishing
- Social media content calendars