administration
In a world where customer service often means struggling with a phone tree only to reach a stranger, New Capital delights its clients with our personal administrative services.
Assistance: We help clients execute and accomplish a wide variety of administrative tasks that, without us, would otherwise be stressful and time-consuming.
Money Movement: We accurately and efficiently move money in large or small amounts between accounts, financial institutions, and other parties.
Details: We maintain smooth client relationships through efficient scheduling of meetings, exchange of forms and paperwork, relationships with account custodians and transfer agents, collaboration with other professional service providers, and more.
Organization: We utilize our own proprietary software to carefully track client tasks and prevent client matters from falling through the cracks.
Technology: We provide technology assistance to our clients in several different areas including basic and advanced application use, security implementation, and device assistance.
Services
Administration