Lupita Holliday's Contact Details

Lupita Holliday's Company Details

Virtual Help for RIAs

Tucson, Arizona, United States • 5 Employees
Financial Services

Virtual Help for RIAs is a virtual assistant service specializing in helping investment advisors.Services include:Meeting preparationMeeting follow upInvestment tradingManage & process RMDsCRM maintenanceFill out and send formsResearch cost basisProcess money movement requestsManage & track account transfersCommunicate with custodianAlert follow upNew client onboardingParaplanningInput data into financial planning softwareInvestment researchInput tax information into tax planning softwareTax researchReconcile investment account softwareKeep rebalancing software up to dateDigital MarketingManage social media accountsSEO supportDesign, audit, manage websiteEvent planning supportEdit & review blog posts & articlesEdit videos & podcasts