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Professional Service Firms
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How We Help Professional Service Firms

Our Administrators can help organize all of the financial documents that are required for you to provide exceptional service to your clients. We can work at your client’s site, at your site or remotely. We pride ourselves on the confidentiality and professionalism that will allow you to manage the time and costs for your clients that add value to your products. Our services include, but are not limited to:

On client site – document organization and research
Liaise with legal and financial professionals for changes in asset registration
Trusts and Estates - Bookkeeping
Unclaimed assets repatriation
Stock certificate/Bearer Bond management
Manage cash flow to maximize interest and minimize late fees
Verification and/or changes to beneficiary information and Power of Attorney notifications
Bill paying – review, negotiate and distribution of funds check writing – no signing authority

Client’s mail review and filing

Set up and/or management of data entry to allow for reporting and tracking (client, attorneys, accountants and financial planners will appreciate this!)
Document research, organization & archiving
Resolve bank accounts and financial instruments including consolidation or closing
Create and/ or verify critical financial documents list
Trouble shooting for billing issues
and more!