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SHORT-TERM OUTSOURCED STAFFING

Are you looking for a short-term solution to your RIA staffing problem? Going through a transition? Had an employee quit or go on leave?

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Let the StaffMyRIA team help. We can immediately step in and relieve some of the administrative burden you're experiencing, no training required. Our staff is experienced with the paperwork and processing requirements for many major custodians.

 

ACCOUNT OPENING

You focus on the new AUM, we'll take care of the paperwork.

MONEY MOVEMENTS

ACHs, checks, wires, journals.

We do it all.

ACCOUNT TRANSFERS

ACAT? Non-ACAT? 401k Rollover? No problem.

ACCOUNT UPDATES

Names, adresses, phone numbers, emails, etc. 

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