Michaela can assist you in the following ways:
- Processing Investment and Insurance Paperwork
- Organize client information
- Ensure investment accounts are open, funded and in good order
- Assist advisors and staff in the onboarding process:
- NEXT Financial Group Inc., investment companies, and Insurance broker for licensing and registration (including additional states)
- Teaching administrative procedures, computer systems, and broker/dealer procedures and requirements
- RegEd: OBA and PSA paperwork
- Office Maintenance
- Purchasing and contracting repair of office supplies, furniture, and equipment
- Maintenance of company files (prospect, client, and corporate)
- Maintain computer network and troubleshoot issues
- Process all accounts receivable and accounts payable (internal and external)
- Quarterly expense reporting to contractors of postage and long distance overages
- Process payments for Planning Grounds meetings, pooled clients’ commissions, and production credit
- Yearly audit preparation
- Weekly Activity Log Reports to NEXT Financial Group, Inc.
- Including purchasing and reporting of gifts for clients of Jim and Sloan