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Sarah Medeiros

Virtual Client Service for RIAs

Inbox, calendar & new-client onboarding handled so you stay with clients, not admin.

Book a 15-Minute Fit Call Opens my calendar

US-based · NDA-ready · Works inside your systems

Solo RIA Support

What I Do For Solo RIAs

Inbox & Calendar Management

Triage, drafting, scheduling, and follow-through so nothing slips between meetings.

New Client Onboarding & Account Opening

Paperwork, DocuSign packets, transfers, and status updates from prospect to funded.

CRM Hygiene & Meeting Prep

Salesforce & Redtail clean-up, notes, tasks, and one-page briefs before every review.

Annuity Transfers & New Business

Transfers, new annuity applications, FireLight submissions, carrier follow-up to issue.

Tech I Work Inside

No new tools to learn. I plug into what you already use.

Salesforce CRM Redtail CRM FireLight Schwab Fidelity Orion DocuSign Calendly Zoom Microsoft 365 Zocks Dropbox

How I Work

01

10 hr / week trial

Start small. Documented workflows, Loom SOPs, weekly check-in. Scale or pause anytime.

02

Inside your VPN / MFA

I work in your environment — no shadow systems. Your email, your CRM, your compliance trail.

03

NDA-ready · Sole Prop EIN · US-based

Eastern Time. Quiet, reliable coverage M–F.

Check Availability·Opens my calendar