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General Secretarial Services

• Word Processing: including Reports, Letters, Audio Transcription, Transcription of Essays and Dissertations, Mailing Labels
• Professional CV's
• Spreadsheets
• Data Base Management
• Arrange Christmas Card, New Address, Invitation Creation and Mailing
• Bulk Mailing
• Internet Searches
• Document Shredding
• Invoicing
• Document Binding
• Laminating up to A4 sized documents
• Document Scanning for filing (PDF format)
• Electronic filing (with the correct permissions and network set up)
• Faxing Service
• Setting up email accounts to receive and send emails on your behalf

If the office task that you require is not listed please contact us, as I am sure you will agree – the list is never ending!

IFA Services

• Research/Exweb/Assureweb
• Submissions to Provider/Lender – online or paper based
• Provider/Lender chasing
• Commission chasing & setting up personal spreadsheets for Commissions & Renewals
• Suitability/Reasons Why/Reason for Recommendation Letters
• Packaging the case for submission – supporting fully the paperless office by scanning all documents and emailing to head office for submission
• Entering new information onto your Back office system (Intelligent Office, Atlas and others)   
• Mail merges & mail shots
• Packaging the case for submission – supporting fully the paperless office by scanning all documents
• General office admin and much more – distance need not be a problem as documents can be sent to us and we guarantee that they will be scanned and emailed or saved to your PC (depending on network set up) within 48 hours of receipt by us.