Virtual Assistant

With virtual capabilities increasing, we are able to offer a variety of services to help you better serve your clients no matter where you are located. Our virtual assistant program is designed to cost-effectively provide support on an ongoing or project-based contract. Contact us for more information.

HR Consulting

  • Hiring Assistance: Write Custom Job Description & Posting, Applicant Resume & Phone Screening, Reference Checks, Schedule Interviews
  • Comprehensive Training
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Client Onboarding

  • Account Management: Open Accounts, Generate Paperwork, Send Docs for eSign or Print/Tag/Mail, Submit Signed Paperwork, Thorough Tracking

Client Retention

  • Appreciation Program: Birthday Cards, Holiday Cards, Surveys
  • Events: Planning Assistance, Custom Invitations
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Marketing

  • Design Services: Stationery, Brochures, Promo Items
  • Prospect/Client Communications: Drip Campaigns, Newsletters
  • Digital Marketing: Website Design or Redesign, Social Media Posts
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Meeting Prep

  • Appointment Scheduling & Reminder Emails
  • Run CIRStatements Reports
  • CLIC Advisor Data Entry & Setup

 

Infrastructure

  • Redtail: Data Audit & Entry, Customization, Training
  • Procedures: Process Refinement, Custom Forms, Write Custom Operating Procedures
  • Special Projects

Address

430 W. Warner Rd., Ste. 123
Tempe, AZ 85284

Email

support@pjadvisorgroup.com

Call Us

480-687-4234

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and PJ Advisor Group are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, PJ Advisor Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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PJ Advisor Group