Expert financial partnership made easy
Get Your Time Back.
Keep Your Clients Happy.
The Admin Collective connects independent wealth advisors with pre-trained, remote admin support built for the way you already run your practice.
Where do YOU fit best?
I need support for my advisory firm
- Reclaim your time
- Experienced financial admin professionals
- Flexible, scalable support
I'm an experienced financial admin
- Flexible, remote work
- Ongoing training & growth
- Supportive professional community
The Number That Matters
Advisors who work with The Admin Collective get back an average of 43% of their time.
That's time back to serve your clients, grow your practice, and focus on the work that only you can do.
A Seamless Process. Real Results.
How it Works: The Admin Collective Method™
Matching you with an experienced admin is just the first step. The Admin Collective Method™ gives
you the tools, conversations, and coaching to build a partnership that gets stronger over time.
0
Match
We thoughtfully match your practice with experienced admins based on your support needs, technology, and working style.
1
Discover
You and your admin establish a shared understanding of how you'll communicate, delegate, and work together.
2
Launch
Together, you begin turning expectations into everyday habits through consistent communication, workflows, and routines.
3
Collaborate
As your partnership grows, your admin takes on greater ownership and becomes more integrated into your practice.
4
Evolve
Your partnership continues to grow through regular feedback, stronger workflows, and a shared commitment to continuous improvement.
A Day in the Life
Behind every successful advisor is
exceptional support.
Here’s how advisors and their dedicated admin partners work together to create more time, better service, and stronger businesses.
The Advisor
Focusing on what matters most
Start the Day
Reports, calendars, and priorities are ready to go.
Throughout the Day
Confident conversations. Stronger relationships.
End the Day
Leaves the office knowing everything is taken care of.
The Admin
Keeps Everything Running smoothly
Start the Day
Calendar management, meeting preparation, task prioritization.
Throughout the Day
Processes client requests, stays ahead of bottlenecks, keeps you CRM up-to-date.
End the Day
Wraps up projects and sets tomorrow up for success.
*Your admin's response time and availability will vary depending on your monthly retainer.
What Your Admin Can Handle
Every admin arrives pre-trained on custodian platforms and already knows the language of your business, so there's no ramp-up.
Account maintenance and move-money requests
Client scheduling, meeting prep, and follow-up
CRM management and back-office custodial support
Specialized support for financial planning software, third-party custodians, and marketing assistance
Why Advisors Choose The Admin Collective
Industry expertise
Our admins are experienced financial services professionals who have spent years directly supporting financial advisors.
No HR Burden
We recruit, vet, train, and manage the relationship so you don't have to.
Flexible Support
Scale up or down based on your needs.
No long-term commitment.
Elevate Your Practice
From team training to service excellence, we help you and your team grow.
What Advisors are Saying
Cynthia A.
"I have been thrilled with my admin and I'm so happy I found The Admin Collective. I love that she is very pro-active and thinks ahead before I even know I need something. I know that our relationship will only get stronger as she gets to know how I work and what I expect. I am not the best at asking for things or training my staff and with my admin, I feel like I don't have to even ask - she just knows! She stays on top of tasks, looks at my upcoming meetings and is diligent about asking me what I need. She keeps me on task with a weekly to-do list. Lam very happy with her."
"Everything has been going GREAT with our admin. It has been the best experience to have someone step in and be fully qualified and know their way around systems. Goodness, had I known, I would have signed up sooner. Just in general, our admin is fantastic to work with as well. I'm already feeling a great deal of relief having someone I can rely on for tasks."
"My admin has an excellent attitude and is overall very caring about her work. I also think that she has an excellent skill set and knowledge. Over time, I remain confident that she can become someone to whom I can delegate a lot of analysis, planning and other client related work without my explaining in great detail what I need. My admin's role will be extremely important in helping me grow my business while maintaining the high quality and professionalism I want to continue offering every one of my clients. I simply cannot do this anymore as a solo advisor!"
"Of the half dozen virtual-admin sources I have used in the last 8 years, The Admin Collective is the standout. Mariah, the Founder, is a veteran admin, she knows LPL, she understands advisors and will match you with the right team-mate. She sourced our newest virtual-admin, a marketing pro, and what an awesome hire!"