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T: 0808 175 7228 - FREEPHONE | E: steph@entrust-rfsa.co.uk | Entrust RFSA Ltd, PO Box 281, Wirral, CH29 9GS

Services

General Services offered to all businesses
(not an exhaustive list)

Email management

Schedule meetings

Diary management

Travel and accommodation arrangements

Manage contact lists

Check voicemails

Proof reading

Database entry

Digital filing

Send invoices

Basic book-keeping (track receipts, pay
invoices and bills, chase unpaid invoices etc)

Send thank you notes

Send invitations

Event planning support

Post-event follow-up

Specialist services offered to financial
businesses (not an exhaustive list)

Compliance file checks

Make update calls to clients

Prepare illustrations

Mortgage Paraplanning

Obtain updates on cases

Add notes to CRM systems

Chase pipeline business

Web research

Schedule appointments

Manage prospects

New client onboarding

Open and close client investment accounts

Data cleansing

Contact new leads

Process Life assurance, Pension and investment policies

Complaint handling

Customer service assistance

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