Through our partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistantswho allow us to spend more time with our clients by taking on more administrative tasks. Bailey joined the Cambridge Source Office Assistant program in 2023. We love having her as part of the Complete Wealth Strategies Team!
More about Bailey .....
HOW I CAN HELP
I assist financial professionals in the daily functions and activities of their offices. I assemble, deliver, and process
account paperwork for various sponsor companies, maintain and utilize client databases, and confirm consistent follow-up and track all tasks. I answer and problem-solve incoming requests accurately and promptly.
MY GREATEST STRENGTHS
Attention to detail, clear communication, and problem solving.
WHAT DO I HOPE FINANCIAL PROFESSIONALS GAIN FROM USING OFFICE ASSISTANT?
I hope financial professionals using our program can spend more time with clients and focus their energy on
tasks they enjoy most. I hope we provide a reliable extra set of hands, creating more time for higher level
client needs.
THREE WORDS TO DESCRIBE MYSELF
Dedicated, dependable, organized
FUN FACT
I enjoy spending time with family, crocheting, and painting when I have time.