Wealth Management Administration
Catering to Financial Professionals that are affiliated with Avantax to provide the support needed to keep their business running smoothly.
Administrative Tasks
- Advisory and Retail brokerage account opening and maintenance
- Transfer of Assets
- Direct to Fund account opening and maintenance
- Annuity Right
- IMS Annuity applications
- Quarterly Advisory Fee Review
- Annual Retirement Maintenance Fee Review
- Annual Alt Investment Custody Agreement Review
- Yearly RMD Review
- eDelivery Review
- Beneficiary Review
- TCIP Review
- Envestnet Household Cleanup
- Establishing SOPs/workflows
- Training for Avantax software and workflows
Applications & Software Familiar With
- myAvantax
- Wealthscape
- Envestnet
- Docupace
- Annuity Right
- DST Vision
- eMoney
- iCapital
- Adobe Acrobat Pro
- Microsoft 365 Suite
Terms of Service
Minimum Commitment: 10 hours per week
Length of Service: Minimum of 3 months
Rates for Service:
3 months to 1 year $60.00 per hour
1 year or more $45.00 per hour