For advisory firms, admin handles client onboarding paperwork, DocuSign chases, custodian forms, and CRM hygiene against a Reg BI–aware checklist.
Every Admin & Data Entry we place in financial services works against Reg BI, SEC/FINRA recordkeeping, and client document control. We solve the day-to-day pain advisory firms and RIAs feel most: advisors buried in onboarding paperwork instead of advice. They onboard onto your financial services stack (typically Redtail, Wealthbox, Salesforce FSC) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Admin & Data Entry for Financial Services ships the crm hygiene pass (weekly) and the targeted prospect list (per request), plus the recurring work that defines the role: clean and de-duplicate crm records — contacts, companies, and deals, and build prospect and account lists from linkedin, apollo, or web research. Your account manager runs a weekly review against the role's SOP and the financial services-specific checklist so quality is measured, not assumed.