Services

Financial and Administrative Support

• Word processing: editing, proofreading, mail-merging
• Spreadsheet design/maintenance
• PowerPoint presentations
• Internet research
• eNewsletters, email Blasts
• Desktop publishing: brochures, newsletters & flyers
• Data Entry, Performance Reporting & Billing (PortfolioCenter and CenterPiece software)
• Management fee uploading to brokerages (Schwab, Fidelity & TDAmeritrade)

HR/Recruiting Admin Support

• Develop/revise HR policies, Standard Operating Procedures and Disaster Recovery Plans
• Create/update employee handbooks and job descriptions
• Provide updates on statutory changes
• Knowledge sharing
• Conduct salary surveys and job analyses
• Data analysis/reporting
• Manage merit review systems