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?
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.
You focus on the new AUM, we'll take care of the paperwork.
ACHs, checks, wires, journals.
We do it all.
ACAT? Non-ACAT? 401k Rollover? No problem.
Names, adresses, phone numbers, emails, etc.