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Financial Advisors

Officense has been partnering with and assisting financial advisors for over 10 years, providing professional communication and administrative solutions. Our professional address, private offices/conference rooms, call handling, and mail processing services lend instant credibility to any financial advisor. For example, customized scripts for phone answering provides full-time support while matching your call instructions. It gives you time to focus on your job’s additional responsibilities. And the best part about Officense’s services – you only pay for what you use.


Financial Advisors

Whether you work from home, or have to travel for business, important calls shouldn’t be missed. By choosing an office assistant with Officense, you get our exclusive, customized phone answering services. For instance, they can either run during regular business hours, or 24/7 with Officense’s HiLivePro. This means that we will forward calls according to your instructions anywhere in the world. For financial business leaders, assistants with phone answering services from Officense is the best solution for your business administration needs. We provide courteous, professional, customized services to maintain the corporate image you’ve built. Whether you need live call handling, consultation scheduling, custom call screening or more, we are the company to connect with.

While we offer outstanding phone answering services to financial advisors, Officense has many more solutions to assist your company in its success. Some additional services offered to business-owners are: on-demand admin support, appointment scheduling and management, bookkeeping and data entry, we even offer business consulting to those interested. To learn more about Officense’s phone answering and other custom business solutions offered, check out our page on Personalized Solutions for Financial Advisors.


Executive Assistants

Don’t hesitate anymore about this decision. Officense doesn’t fluctuate like the other market trends, our services remain constant. Email or call to speak with an executive assistant or sales coordinator at info@officense.com or 410-814-7500. If you were thinking about dropping in to learn about our phone answering services firsthand, Officense is open Monday-Friday. Our office is closed on weekends, but you can submit a contact request or chat with us anytime via the link on our website. Officense is keeping everyone in our thoughts during this pandemic, and will be here ready to help your business along the way.