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 call handling as well. That’s what Officense is here for. Get exceptional phone answering services from our fully-trained team of executive assistants.

PHONE ANSWERING 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 the clients that call for you. We are 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.

CONTACT US

Don’t worry about juggling between managing calls and money for your clients. We know you already can feel strapped for time without those lengthy calls interfering. Here, we focus on delivering a level of phone answering service unmatched by any other business’ phone answering service. You can be instantly connected to your clients from anywhere in the world! Never miss a call from 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. We’ll talk soon!

Someone who does financial management consulting has a lot of time consuming tasks, all of which require communication. Dealing with financial management consulting means that you have to deal with referrals, prospective clients, and inquiries. You also need to develop promotions, seminars, and try to keep up with changes in technology. While handling clients with questions and worries you still have to deal with all of this. Financial management consulting phone answering could almost be a full time job in itself

Problems with today’s immersion

Monster’s financial management consulting information page mentions all of the above tasks and more. When you are busy with so many tasks do you want to be inundated with phone calls? What about dealing with the auto dialers and the telemarketers or the random wrong number? Probably not. That’s what a financial management consulting phone answering service is for.

Solutions

Here at Officense, we understand that you have a very busy professional life. We also know that you want only the best face presented to your clients, current and prospective, at all times. Our well trained executive assistants are here to help you are ready to answer the phone for you. We can direct your calls where they need to go, take messages for times when you are busy, and even tell solicitors you are not interested. We also offer a variety of other services, shown on our main page, that can be beneficial to you.

Contact

For more information on how we can help you, please take a look around our website, Officense. You can also feel free to give us a call, email us at info@officense.com or come on down and visit us at 300 E Lombard St, Baltimore, MD 21202. We look forward to hearing from you!

Working as a financial planner provides you an opportunity to work closely with individuals, families, and businesses to help them understand their financial situation.

DAILY BUSINESS OPERATIONS

As a financial planner, their daily job is to discuss various finance topics and answer questions related to their client’s annual income, debt obligations and management, savings, tax liabilities, personal and family budgeting, investment strategies, monthly expenses, and insurance plans. Financial planners analyze and navigate their client’s personal finances and make realistic recommendations to their clients to reach their short-term and long-term financial goals.

In addition to this, financial planners also have to attend various social and charitable events to establish connections and build stronger relationships with their clients. As a financial planner, you are on the clock with your clients 24/7 and you need your front-end business and phone answering service needs to be handled accordingly.

OFFICENSE HAS YOU COVERED!

Officense’s financial planning phone answering service is the best solution to manage your incoming calls. Communication and business process outsourcing with Officense can help you ensure that all communication and front-end business needs are fulfilled in a very professional and effective manner. We understand that managing daily operational tasks and staying on the line to answer every incoming call can be very hectic. So, we are here to provide the solutions that fit best for your business.

24/7 PHONE ANSWERING SERVICE

When you choose Officense’s financial planning phone answering service you receive all the support of our company and still retain all of your entrepreneurial autonomy. The Officense team not only supports your business but acts as a part of your staff. You can decide how your calls and general business communication will be handled. You have an opportunity to pick and choose the custom package that you like, and also decide how much you pay.

Officense will screen calls according to your instructions and ensure you receive only the calls you want when you want them. We can also use the script you’ve given us to answer basic queries, access a shared database to give financial information to callers, capture leads, schedule appointments, direct calls to the appropriate person, and more. That’s the beauty of Officense! We will direct you and will work with you to help you grow in the business field.

Give us a call at (410)-814-7500 to sign up for financial planning phone answering services, today!

Officense has been partnering with and assisting financial advisors for over 10 years, providing professional communication and administrative solutions. Our professional 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 – 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 will 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 OFFICENSE TODAY

Don’t hesitate anymore about this decision. Officense doesn’t fluctuate like the other market trends, our 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 were 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.

Facility management integrates several activities such as business administration, architecture, and engineering sciences to keeping businesses operating smoothly. Facilities comprise of office buildings, grocery stores, hospitals, hotels, retail complexes, jails, auto shops, schools, government institutions, and other revenue-generating institutions.  

Job duties

Facilities management job entails a wide range of functions and support services which include, janitorial services, security, property or building management, engineering services, space planning and accounting, mail services, records management, computing, telecommunications, and information systems, safety, and other support duties. Their responsibility is to create an environment that is safe and pleasing to the clients and at the same time it increases productivity and is cost-efficient.

The Evolution

Earlier facility management was limited to providing janitorial services, mailrooms, and security. But today facility management has evolved and so has their responsibilities. Factors driving the complexity of the facility manager’s job are numerous. For example, facilities have become much larger and more complicated, often relying on computerized and electronic support systems that require expertise to operate and repair. Personal computer networks, sophisticated telecommunications systems, and other technological tools have significantly increased the requirements of facility management in the past 20 years.

Today the property management personnel may also be responsible for providing engineering and architectural services, hiring subcontractors, maintaining computer and telecommunications systems, and buying, selling, or leasing real estate or office space. Analysts suggest that the evolving business realities will impact the future of facilities management and their responsibilities will keep growing.  

Facilities Management Phone Answering

With so many daily tasks to accomplish it might become difficult to manage the workload. So, why not hire a facilities management phone answering services to manage your incoming call? Officense has the best business solution that will be the perfect fit for your organization.

With Officense, your company will receive a dedicated phone line answered 24/7. Depending on the type of incoming call, we adjust our call handling according to your instruction. We answer and screen your calls, then announce and connect the call to the correct member of your company, anywhere in the world!

 We can capture the sales lead information for you, share information about your property management services, or even schedule an appointment while you are busy. Our on-site receptionists greet your clients in a friendly manner and project a professional image for your company. At Officense, we focus on delivering a level of service unmatched by any other Business Phone Service.

For more details CONTACT US!