Take Care of Your Admin Needs...
'The SMART Way'
Using our Virtual Admin Service can help save you and your business time and money with our specialised and comprehensive packages that are specifically designed to assist busy Financial Planners.So why train and pay an in house staff member a salary, sick leave, holiday leave and superannuation when you can outsource your administration needs to an industry experienced and advanced diploma qualified person who knows the requirements of our specific industry such as... 
Managing contact lists and customer spreadsheets
Maintaining a calendar and setting up meetings
Making travel arrangements
Handling reports
Preparing and sending out e-mail newsletters
Sending out requested information to customers
Handling client inquiries by phone or e-mail
And if you require any special administrative duties this can be easily incorporated as well.
Plus all work completed can be saved directly onto your server and if you do not have a server, we are happy to arrange a web based server that we can both access easily safely for you. For more information about our Virtual Admin Service simply enter your details below and we will be in touch shortly...
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