Our Services

At Assistant Solutions Group, we specialize in providing comprehensive administrative, client service, and regulatory support tailored to financial advisors. Our services are designed to streamline day-to-day operations, improve client interactions, and allowing advisors to focus on delivering exceptional financial guidance. From managing communications and scheduling appointments to preparing documents and ensuring regulatory adherence, we offer the expert support needed to enhance productivity and client satisfaction.

person holding pencil providing support services

Administrative Support

Communication: Manage emails, phone calls, and follow-ups.

Appointment Scheduling: Organize and coordinate meetings with clients

Document Preparation: Create and process account paperwork

Client Services

Onboarding: Assist with the onboarding process for new clients, including paperwork and initial meetings.

Account Management: Help track client accounts and monitor their status.

Client Relationship Management: Maintain and update client profiles and CRM systems.

Client Appreciation: Send out birthday/holiday cards

Regulatory Support

Document Review: Assist with reviewing documents and ensuring they are up to date

Audit Preparation: Help prepare for internal or external audits by organizing necessary documentation.

Get a Quote

Inquire below and our team will be in touch to discuss your needs and evaluate the best solution for you.