As an Investment Advisor, your job is to manage your clients’ money and other financial assets. You select things for them—like stocks, bonds, and mutual funds—and then buy, sell, and monitor them within different accounts, in keeping with your client’s investment goals. With you having to manage all your clients’ money, you don’t need the extra distraction of managing your administrative tasks as well. That’s what Officense is here for. Get exceptional administrative services, such as private office rental, mail handling or phone answering from our fully-trained executive assistants.

ADMINISTRATIVE SERVICES

With our phone answering training, we will greet your clients in a friendly manner and project a professional image for your investment advising company. Per your instructions for call handling, we have multiple resources to offer clients that call for you. We’re able to screen your calls, connect them to a member of your team, send them to voicemail, and/or take a message on your behalf. When you choose to work with Officense, we will ensure your clients are heard, understood, and guided accordingly. We have plenty of options for your phones. You can set them to be answered during normal business hours. Or get calls round the clock with HiLivePro, our 24/7 call answering service, all with our live staff.

In addition to your phones, at Officense we have a coworking space with individual private offices. When you have your own office space inside a coworking environment, it provides a sense of privacy. Something you otherwise wouldn’t get with open-floor plans to limit distractions, while encouraging coworkers/other business-owners sharing the workspace to discuss business collaborations (hello, networking opportunities).

If you want to meet with a larger group, we have 2 conference rooms of different sizes, equipped with a monitor for video conferencing and window views. Even if you don’t need full-time offices, we’re always be a solution, as we have very cost-effective day rates for renting the conference rooms and offices only when you need it. Officense also offers 24×7 access to the space we have provided for you, so those late-night conferences can still continue if you wish for them to.

CONTACT US

Don’t worry about juggling between your business and your clients. We know you already feel strapped for time without those lengthy tasks interfering. Here, we focus on delivering a level of service unmatched by any other business’ virtual office. You can be instantly connected to your clients and important documents from anywhere in the world! Never miss a call or a meeting with a client again with Officense by your side. We are here to help you create a balance at your investment company, and in turn your life. Contact us today: info@officense.com or 410-814-7500 to learn more about our other services. We’ll talk soon!

Officense has been partnering with and assisting financial advisors for over 10 years, providing professional communication and administrative solutions. Our professional business address, private offices/conference rooms, call handling, and mail processing services lend instant credibility to any financial advisor. For example, customized scripts for phone answering provides full-time support while matching your call instructions. It gives you time to focus on your job’s additional responsibilities. And the best part about Officense’s services – you only pay for what you use.

PHONE ANSWERING AND MORE – ALL AROUND THE WORLD

Whether you work from home, or have to travel for business, important calls shouldn’t be missed. By choosing an office assistant with Officense, you get our exclusive, customized phone answering services. For instance, they can either run during regular business hours, or 24/7 with Officense’s HiLivePro. This means that we’ll forward calls according to your instructions anywhere in the world. For financial business leaders, assistants with phone answering services from Officense is the best solution for your business administration needs. We provide courteous, professional, customized services to maintain the corporate image you’ve built. Whether you need live call handling, consultation scheduling, custom call screening or more, we are the company to connect with.

While we offer outstanding phone answering services to financial advisors, Officense has many more solutions to assist your company in its success. Some additional services offered to business-owners are: on-demand admin support, appointment scheduling and management, bookkeeping and data entry, we even offer business consulting to those interested. To learn more about Officense’s phone answering and other custom business solutions offered, check out our page on Personalized Solutions for Financial Advisors.

REACH OUT TO US TODAY

Don’t hesitate anymore about this decision. Unlike other market trends, our Officense’s services remain constant. Email or call to speak with an executive assistant or sales coordinator at info@officense.com or 410-814-7500. If you’re thinking about dropping in to learn about our phone answering services firsthand, Officense is open Monday-Friday. Our office is closed on weekends, but you can submit a contact request or chat with us anytime via the link on our website. Officense is keeping everyone in our thoughts during this pandemic, and will be here ready to help your business along the way.

People are getting comfortable again with businesses back up and running. People have slowly been returning to work and leisure activities. Things don’t seem so bad anymore, perhaps because we’ve grown used to living in a pandemic. And while maybe now still isn’t the time to plan a vacation to Disneyland, people are starting to go out more. Maybe you can walk along the not-so-busy boardwalk, or takes selfies for Instagram along Blagden Alley. Bags are being packed again, and hotels are filling back up. Plane tickets are still at an affordable rate, and so are Airbnb’s.

Perhaps it’s a refreshing feeling of you checking for your keys or wallet while heading to your flight. However, even in the midst of getting back to ‘normal life’ routines, vacations pose good panic questions (as they always do): Who will take care of the company while everyone’s out of office? Who will be there for the call answering? Who will schedule appointments? Will you have to check in on this all the time since you just got the company back up and running? The answer is simple – seek out administrative services from Officense’s fully-trained Executive Assistants.

OFFICENSE’S PHONE ANSWERING AND OTHER SERVICES

Officense’s Executive Assistants handle your call answering, greet your clients, schedule appointments, and even handle your mail, all while your miles away from the office. Our Executive Assistants are the perfect solution for any software development company to avoid missing important calls and business opportunities. We can maintain a professional image for your web development firm while delivering class-A services to your clientele. We can handle all types of phone calls, guide the callers per your instruction, and even keep track of your schedule while you obtain a sun-kissed tan, or just focus on your other work at hand.

Don’t let your voicemail get full from all the software and web development requests coming through. Officense’s team can ease your mind with our phone answering services that are available to run anytime you choose. We can maintain phone answering at any time of the day via our 24/7 phone answering service, or only during regular business hours. Our Executive Assistants are trained with other administrative tasks also, such as: data entry and spreadsheet management, filing and scanning documents, sending and receiving faxes, and handling applications or other important files.

REACH US FOR ASSISTANCE

With Officense by your side, your development firm’s needs are our priority. We strive to fulfill any service you may need. We have professional Executive Assistants who will make your clients feel valued, and leave you with less worries about how to keep your business’s doors open (even if they aren’t physically open again just yet). Give us a call at 410-814-7500, or send an email to info@officense.com for further details.

Well, it’s been just about 6 months since America entered a state of emergency, recommended we enter a quarantine, and place guidance on everyone’s daily life. While some might disagree with it, we all know the rules. We see them everywhere we go: Stay at home. Stay inside. Stay 6 feet away from everyone. Mask is required for entry. Maybe even keep gloves and hand sanitizer on you at all times. And even though some people don’t agree with the new regulations, they are the ‘new norm’.

THE TOLL COVID-19 HAS TAKEN

We all know the saying: every action has a consequence. And these regulations have their own share of consequences, too. You can ask people if they think these actions have been necessary, and most will say yes. However, as humans, we require certain things to maintain healthy operational levels – and the pandemic has been weighing on peoples’ overall well-being. Just like anything else, COVID-19 has had quite the ripple effect everywhere in the world. There’s no question that everyone altered their lifestyles to meet the new regulations: from work, to school, to home, to leisure. No wonder people haven’t balanced their sense of well-being. Many aren’t even sure if their company will still be in good standing once everything is said and done.

However, even though brick and mortar locations have been suffering, all remote industries have started booming quite a bit. For example, analysts are one of the most in-demand jobs this year. At Officense, we know how much of a challenge everything has been lately. With everyone else required to stay at home constantly, a lot of the heavy lifting falls on workers like data processors and analysts. We want you know that you don’t have to be entirely alone in this struggle. Let your company’s operations be the least of your worries right now, that’s what Officense is here for.

HELPFUL SERVICES

We can help analysts on the business administrative side of things. Officense offers virtual administrative service, with a fully trained team of executive assistants handling anything from your phone calls, mail receiving and forwarding, scans and faxes, and even private meeting rooms to give yourself and your clients a sanitary, socially-distant location. Our plans are very flexible, with both long-term and short-term options, such as our current summer special, discounting our address services for 6 months.

Officense not only offers assistance in administrative tasks, but also provides a safe and professional atmosphere for any analysts’ clientele. While you let Officense take some worries off your plate with your business’ administrative operations and new location, you can have more time to focus on all the other pieces in life that matter right now.

CONTACT US TODAY

You can reach us at 410-814-7500, or send an email with any assistance or inquiries to info@officense.com. Our office hours are currently 10 AM to 5 PM, Monday thru Friday. As always, we’re available to meet in person if you’d like to tour the space and get a chance to see all we have to offer on site. Our office is located at 300 E. Lombard St., Suite 840, Baltimore, MD 21202. We, over at Officense, hope things haven’t been too straining on you or your loved ones through this time of need, and we are sending our warm wishes to you all. Hope to help you and your company soon!

As a data processor, you’re in charge of collecting and disposing of client information using various IT systems and methods. You have to deal with collecting data, securing it, potentially transferring it, and dispose of the data also. Though it may not be a stressful job on an everyday basis, it may become hectic as the deadlines approach. Being a data processor, it is very important to have strong attention to detail so that they can manage all of the data entry and other responsibilities without any error. So, hiring a data phone answering service will allow you to focus on the more important daily operations and reduce your workload.

YOUR EXECUTIVE ASSISTANTS

Executive assistants may be more important for your startup business than you think. They give the first impression and convey your company’s message, which is key for your new brand’s image. For every company, customers are important for the future of your business. But executive assistants, receptionists, or any employee on the front line, are essential for your entire business.

Don’t shy away from having your cake and eating it too! Now, it is easier for Executive Assistants to have professionally trained executive assistants who are versed in and exude your brand’s image, without having to spend time or money on staff training. Well, with Officense it is! At Officense you will have a team of executive assistants, both in-office and virtually, who tailor services to your company’s needs. Our team comes at a fraction of the cost of hiring an assistant on your own. You will gain a fully trained and professional staff that will give your startup the great first impression it needs.

LET OFFICENSE HELP

We have executive assistants to answer your calls, greet your clients, follow up with leads, schedule appointments, and much more. We also provide high-end business facilities with fully furnished dedicated and a la carte office space, as well as conference rooms by the hour.

For further details, give Officense a call at (410) 814-7500, today! You can also reach us by email at info@officense.com, or stop in for a tour. We are located at 300 E. Lombard St., Baltimore, MD 21202. Our offices are currently open from 10 AM – 5 PM. We can’t wait to see you!