Services
PROCESS WORKFLOW SUPPORT
Provide clients with support of their operational workflows on a daily basis. Issue resolution, questions, basic administration, and constant process improvement.
Structured Procedure Design Process Methodology:
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Structured Procedure Design Manage Change:
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OPERATIONAL BACKFILL
We provide stop-gap operational staff assistance as clients experience changes like mergers, new system implementations, and facility relocations. Additionally, our clients need assistance with operational support of on-going functions related to a business disruption or staffing shortage. We have experienced staff that can “fill the seat” for the client on a daily basis.
ACCOUNTING SERVICES
We recognize that our SFO clients need assistance in providing daily accounting and reconciliation services to their clients. Oakbrook offers virtual expertise that can supplement the clients resources.
COMPLIANCE SUPPORT
Compliance demands increase each year. Our expertise and experience with fiduciary enables us to help you support OCC, SEC, FINRA compliance via a virtual expertise model.