We are committed to maintaining the highest standards of data security, so you can have peace of mind knowing that your clients’ private information is safe.

Our admins strictly adhere to their respective custodian, RIA and OSJ compliance policies and procedures, ensuring that all workflows meet industry standards for data security. As remote workers, they take extra precautions to secure their workspaces and technology, including using password-protected devices, regularly updating security software, and accessing data only through secure, encrypted networks.

All admins also sign comprehensive confidentiality agreements, which include provisions for safeguarding both business and client information, with regular training to stay up to date on the latest privacy practices and data protection regulations.

Our admins set their own schedules, and will collaborate with you to make sure your unique needs are met.

Your monthly hours do not rollover, but your retainer will have a 6-hour buffer built-in to account for busy and slow seasons.

Phone answering services could potentially be available depending on the admin you work with.

No! You are not required to purchase a minimum amount of hours.