Total Office Inc Careers in Akron, OH

Est 1992 -Providing Virtual Office Support and Marketing to Financial Advisors Nationwide. We can handle all your back office needs from critical client communications, preparing account applications, transfers forms, cash distributions and more. We'll complete the forms, get client signatures and needed documents, scan and submit to your custodian. We will track the process and follow through to completion, while handing any problems that may arise along the way. Our Financial Advisor Support includes, but are not limited too: Forms processing Account opening/closing/changes Transfers and other cashiering tasks Assist with client queries, changes, and withdrawal requests Check client balances for monthly auto-withdrawals Assist with tracking and troubleshooting of deposits/transfer/etc. Mail monthly and quarterly statements, invoices and portfolio reports Confirm trade settlements and withdrawals Upload management fees/invoicing General office support Create and maintain client databa