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.
A platform created by financial professionals for financial professionals that simply want to get work done.
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.
New Accounts
Calendar Bookings
Follow-up emails and calls
Accounts Updates
ROffice providers offer some of the most common and sought after services for financial professionals.
Update your website, capture the attention of your target audience on social media and more with help from a marketing provider.
Find hourly support from experienced financial assistants to help with scheduling, paperwork, account maintenance, client communication and more.
Get help identifying office inefficiencies, and improve your processes with custom workflows.
Stay on track of your company’s financials with bookkeeping services.
Work with a paraplanner to create financial plans for you on an hourly or start to finish basis.
Get help preparing for an upcoming business transition with an experienced transition consultant.
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
Finding great talent is easy. Simply post a job on our platform.
After you have successfully posted a job, browse for candidates and review applicants that are up to the task.
Explore a wide range of service providers that are ready to get started.
For Service Providers
Find jobs that you want to work on
When you see a job you’re interested in, simply click “Apply” to get noticed.
Start making money today with your valuable skillset.
Meet some of our talented professionals from across the country getting work done.