Financial Services
AccelPeople provides administrative and operational support to financial advisors and financial advisory practices on a scalable and economical basis.
Scalable
Support is available part-time for as little as 10 hours a week up to a full-time level, growing with your practice as needed.
No Hassle
Our team of extensively screened senior administrative experts each has a proven track record in the financial services sector. Proficient in both software and industry processes, our professionals exhibit a meticulous level of detail and adherence to compliance standards, ensuring optimal client service in the financial realm.
All administrators are fully trained to do:
*CRM data cleanup *Social media strategy
*Handling initial sales inquiries *Calendar and email management
*Tracking leads and follow-up *Project management
No Downtime Option
We offer our administrative teams in pairs to ensure seamless, year-round support for both you and your clients.
Economical
By entrusting us with your administrative needs, not only do you avoid the hassle of recruiting and payrolling additional headcount, you will also enjoy cost savings compared to hiring these professionals directly.
These dedicated individuals will continue to be employees of AccelPeople. Our comprehensive cost structure covers all aspects, including payroll, benefits, and 401(k). There’s just one monthly fee that you pay.
