Start getting work done by people that know the industry like you do.
A platform created by financial professionals for financial professionals that simply want to get work done.
How do I know how much time I need from a virtual assistant?
While this answer can vary depending on the type and amount of work that you need completed, we provided an estimate of what $1,000 a month could get you.
88
New Accounts
220
Calendar Bookings
160
Follow-up emails and calls
132
Accounts Updates
Featured Services
ROffice providers offer some of the most common and sought after services for financial professionals.
Marketing
Update your website, capture the attention of your target audience on social media and more with help from a marketing provider.
Virtual Assistance
Find hourly support from experienced financial assistants to help with scheduling, paperwork, account maintenance, client communication and more.
Fractional Office Management
Get help identifying office inefficiencies, and improve your processes with custom workflows.
Bookkeeping
Stay on track of your company’s financials with bookkeeping services.
Paraplanning
Work with a paraplanner to create financial plans for you on an hourly or start to finish basis.
Transition Prep & Assistance
Get help preparing for an upcoming business transition with an experienced transition consultant.
How
does this work?
There is no cost to sign up. ROffice users gain access to job posts, can browse service providers available, post a job, or apply. Get started today!
For Advisors
Find talents in new way
Post job
Finding great talent is easy. Simply post a job on our platform.
Hire Service provider
After you have successfully posted a job, browse for candidates and review applicants that are up to the task.
Work with best
Explore a wide range of service providers that are ready to get started.
For Service Providers
Find great work
Find opportunity
Find jobs that you want to work on
Apply for job
When you see a job you’re interested in, simply click “Apply” to get noticed.
Turn your experience and skills into income
Start making money today with your valuable skillset.
Top service providers
Meet some of our talented professionals from across the country getting work done.
Jacob Jones
Paraplanner
Maria Josaf
Virtual Assistant
Wade Warren
Social Media Marketing
Leslie Alexander
Bookkeeper
Robert Fox
CRM Specialist