Back Office and Administrative Support

Team TorOso provides hands on, daily support to advisors in our division.

1. Paperwork processing and follow up
2. Asset Movement requests
3. Helping in preparation of forms
4. Account maintenance and updates via forms or technology systems
5. "Fixers" of operational and business processing problems

Ongoing Training and Troubleshooting

DBA use of TorOso Financial Group, including email signature, letterhead and business card.

Office365 Software suite including email, Outlook, Word, Excel, OneDrive, Teams and more.

Assistance with Compliance Files, Books and Records and Regulatory requirements.