About Us

We are a crew of Financial Service Professionals with a broad spectrum of industry knowledge and background experience. We understand the difference that great support personnel can make in growing and maintaining a book of business.

Our leadership team holds experience in the Financial Services industry as Financial Advisors, Compliance and Account Supervisors, Vice President of an OSJ Branch overseeing 300+ financial professionals, Tax and Business Accountant, Business Owners, Office and Operations Manager, Firm Transition Specialist, and experience working in various wirehouses.

As professionals in the Financial Services industry, we continue to see the value of working within a community. We are passionate about growing our network to benefit more advisors nationwide.

that has it's own language, rules, and regulations.

ROffice understands the importance of working in that space with someone who is familiar with the lingo and works by the same set of standards.

Advisors work in a different world

Story

We get it because we're Financial Professionals too.

After working 50+ combined years in the Financial Services Industry, we have come to see that every Financial Advisor operates their book of business differently and the level of support they are looking for can vary drastically. One of the biggest challenges in hiring is finding someone who possesses the industry knowledge and has the right amount of availability to support those needs.

On the flip side, we have met, worked with, and taken note of a significant up-tick in administrative professionals that are ready to work in all different capacities. We received over 1,000 applications in just a couple of days of first posting our service. Upon review of these applications, we confirmed that there are a ton of great candidates out there looking to fill this gap.

I think you can see where we're going with this..... (Yes, we're match-makers!)

We created a portal to put Financial Advisors in touch with Administrative Professionals that fit the level of service that they are looking for. Simply apply or submit a request to get started today.