As an independent advisor, your time is your most valuable resource. Between client meetings, portfolio reviews, and business As an independent advisor, your time is your most valuable resource. Between client meetings, portfolio reviews, and business growth initiatives, administrative tasks can quickly become overwhelming. That’s where Independent Advisor Alliance’s access to Remote Administrative Support (RAS) comes in—empowering you to streamline operations, enhance efficiency, and free up your time to focus on what matters most: your clients.

Important note: RAS is delivered by The Admin Collective, an independent third-party partner that manages and provides the administrative professionals. These professionals are not employees of IAA. IAA facilitates access to this service for our advisors through our partnership.

Empowering Advisors Through Scalable, Flexible Support

The Remote Administrative Support program was designed with one goal in mind—to help advisors optimize and scale their practices without adding full-time in-house staff. Whether you’re an individual advisor or part of a larger firm, professionals from The Admin Collective adapt seamlessly to your workload, providing scalable support solutions that grow alongside your business.

Need extra help during busy seasons? Want to delegate recurring administrative work so your team can focus on higher-value activities? The model makes it simple to add or reduce assistance as your needs evolve, giving you operational flexibility without the complexity of hiring, training, or managing employees.

Experience That Spans Platforms and Custodians

In today’s multi-custodian environment, flexibility and expertise are key. RAS professionals through The Admin Collective bring deep experience across multiple custodians—including LPL, Schwab, and Fidelity—helping ensure smooth, coordinated support no matter where your clients’ assets are held.

From account setup and conversions to ongoing maintenance and money movements, these professionals understand the nuances of each platform and can help support accuracy, compliance, and timely execution across your operational channels.

Expertise You Can Trust

Each RAS professional is highly skilled, detail-oriented, and trained in the specific needs of financial advisors. Unlike general virtual assistants, they bring financial industry experience, familiarity with compliance workflows, and a strong understanding of client service standards within advisory practices.

That means when you delegate, you’re not just offloading tasks—you’re engaging seasoned professionals who know how to keep your business running smoothly and efficiently.

Comprehensive Support for Your Practice

The Remote Administrative Support offering covers a full spectrum of essential back-office and client service functions. Whether you need help maintaining client accounts, preparing forms, managing CRM data, or supporting direct business, your assigned professional acts as an integrated extension of your practice.

Account Maintenance

Critical administrative processes that keep client accounts up to date and compliant, including:

• Account opening and conversions
• Incoming account transfers
• Comprehensive data updates
• Move money requests
• Notification and alert management
• Internal escalations and follow-ups
• Cost basis updating
• Form preparation and processing

These functions form the backbone of operational efficiency—and are executed accurately and promptly to help ensure your clients experience seamless service at every touchpoint.

Client Service & Administrative Functions

Beyond account management, RAS can support a range of client-facing and internal needs, such as:

• Required Minimum Distributions (RMDs)
• Physical mailings
• Task tracking and follow-up
• Scheduling and calendar management
• Meeting preparation and documentation
• Account cleanup projects
• CRM management and data integrity
• Compliance assistance and file maintenance

With daily operational details handled, you can focus more time on building relationships, developing strategies, and growing your book of business.

Direct Business Support

For advisors working with third-party custodians or insurance providers, RAS can also provide specialized direct business support—including:

• Account maintenance on existing direct business
• Networking requests and coordination with outside partners
• Assistance with non-custodial workflows

This helps keep administrative processes organized and consistent across a diversified client base.

Why Advisors Choose IAA for Access to Remote Administrative Support

IAA’s mission is to empower advisors with the tools, partnerships, and freedom they need to thrive independently. Our relationship with The Admin Collective reflects that philosophy—providing the freedom to focus, the support to operate efficiently, and the growth potential that comes from running a more streamlined business.

By leveraging RAS, advisors can:

• Reduce operational bottlenecks and administrative strain
• Improve client satisfaction with faster response times
• Enhance compliance accuracy and data consistency
• Increase capacity for growth without hiring additional staff
• Reclaim valuable time to strengthen client relationships and business strategy

Get Started with Remote Administrative Support

Your time should be spent where it matters most—serving clients and building your business. Through IAA’s partnership with The Admin Collective, you can tap into proven administrative talent tailored to advisory practices.

Ready to learn more or get started? Contact Us.