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.


New Accounts


Calendar Bookings


Follow-up emails and calls


Accounts Updates

Featured Services

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.

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.


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.

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.

Millions of job opportunities are waiting for you!

Calendar Management
Transition Prep & Planning
Virtual Assistance
Paperwork Processing
Social Media Marketing
Client Communication
Website Updates
Email Marketing
Event Planning
Public Relations
Calendar Management
CRM Implementation & Set-up