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Finance Industry Support

The Office Buddy Finance Industry SupportAs our background lies with financial planning support, many of our clients are companies based in financial planning, insurance & mortgage broking and even accounting. For those businesses we can help with the following service (but are by NO means limited to);

  • Use of such financial planning software such as Xplan and Proplanner
  • Following up on insurance and investment applications.
  • Liaising with fund managers and insurers
  • New client welcome kits and other systemised client material (example client review letters)
  • File maintenance
  • General client queries
  • Seminar Planning
  • Working with commissions
  • Paraplanning Services

Ongoing Support
Minimum 2 Hours Per Week
Time Charged in 15 Min Blocks
 

Starting from $35 per Hour plus GST

Here's what our customers are already saying about The Office Buddy

In our business we constantly have a string of small assignments that need attending too, whether it be market research, data-entry, reference checking, finding a gadget, or another person to bounce ideas off. We constantly needed an Office buddy. Then we found Donna. Thank you Office Buddy, you are worth your weight in gold.”
— Arthur Spencer, MeCorp Group