Consider It Done!
Rachelle Walley, FPQP, has extensive experience as a Virtual Assistant with Consider It Done Company since 2006, where responsibilities have included managing various financial and client-related paperwork, tracking client contributions, communicating with professionals in finance, and overseeing accounting systems. Prior to this role, Rachelle taught high school mathematics at Jacksonville ISD from 2004 to 2006 and at RUSK ISD from 1998 to 2004, covering courses from Algebra to Calculus and Physics. Rachelle holds a Bachelor of Science in Mathematics from East Texas Baptist University and a Registered Paraplanner designation from the College for Financial Planning.
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Consider It Done!
Your source for virtual administrative help, general bookkeeping, and desktop publishing services for financial advisors. Financial Advisors: Our staff can help you support your clients by taking over client account administration, quarterly report mailing/emailing, transfers, processing forms, billing and more. Administration: Our Virtual Assistants take the hassle out of administrative tasks. We can provide many of your firm’s clerical needs. Design Services: We offer a range of desktop publishing and project design services. We can create a variety of print and electronic media to enhance the marketing of your business.