Simple. Efficient. Effective.
Arguably one of the most time consuming aspects of our industry is dealing with the required paperwork. The more time spent on administrative tasks is less time spent prospecting for new business.
Our Remote Admin Program offers advisors an economically efficient way of delegating the administrative responsibilities to a knowledgeable and experienced administrative assistant at a fraction of the cost of hiring full time staff.
Billed hourly and broken down in quarter hour increments, advisors utilizing The Grid’s Remote Admin Program only pay for time spent executing their requests.
Services provided by the Remote Admin Program include:
- Account Management
- AdView Submission & Monitoring
- Appointment Setting & Confirmation
- Client Communication
- Client Mailings
- CRM Data Entry
- Document Preparation
- Document Scanning
- Marketing & Event Support
Having the autonomy to run your business, your way.
With no proprietary product or production quotas, you have the freedom to pursue solutions best suited to your needs.
We are committed to understanding your needs and delivering timely and relative solutions.