Westside Secretarial
Back-Office Operations
West Side Advisors, LLC is a registered investment advisory firm that provides brokerage services for individual and institutional investors, known for its commitment to regulatory compliance and personalized financial solutions.
Size
1-10
Private
10m-50m
Mission
About
West Side Advisors, LLC offers brokerage services along with investment management for clients in the financial services sector. The company operates using a registered investment advisor model and supports individual and institutional investors.
It is recognized for its expertise in securities trading and adherence to SEC regulations, with a focus on delivering tailored financial solutions that help clients navigate complex markets safely and effectively.
Services
West Side Advisors, LLC provides brokerage services supported by investment management and advisory services. These services include buying and selling securities such as stocks, bonds, and mutual funds, tailored to support clients' investment needs and financial goals.
Capabilities
Data Entry & Data Processing
Billing & Invoicing
Payroll Processing
Financial Planning & Analysis (FP&A)
Onboarding Administration
Employee Helpdesk
Industries Served
The company serves clients in the financial services sector. It has experience supporting individual and institutional investors with services aligned to regulatory requirements and investment strategies.
Unique Stregths
West Side Advisors, LLC is known for its commitment to regulatory compliance and personalized financial solutions, offering clients a strong foundation for making informed investment decisions. Its approach includes rigorous adherence to SEC reporting standards, ensuring transparency and trust in financial disclosures.
Delivery Footprint
Headquartered in the United States, the company operates using a registered investment advisor model. It serves clients across various geographic regions, with a focus on providing expert guidance in navigating the complexities of financial markets.
Certifications
No items found.
Verticals
Non-Profit & NGOs
Clients
No items found.
What's the main service provided by
Westside Secretarial
?
Westside Secretarial specializes in back-office operations, offering a comprehensive range of services designed to support businesses effectively. Their expertise includes data entry and processing, billing and invoicing, payroll processing, financial planning and analysis, onboarding administration, and employee helpdesk services. This diverse portfolio allows them to cater to various operational needs, ensuring clients can focus on their core activities while relying on Westside's efficient support.
What additional services does
Westside Secretarial
provide?
When was
Westside Secretarial
founded?
Westside Secretarial was established in 1992, marking over 30 years of dedicated service in the business process outsourcing industry. Since its inception, the company has cultivated a strong reputation for delivering reliable back-office solutions, adapting to the evolving needs of its clients and the market.
What industry verticals does
Westside Secretarial
serve?
Westside Secretarial primarily serves the Non-Profit & NGOs sector, providing tailored support that aligns with the unique operational requirements of these organizations. This focus enables them to deliver specialized services that enhance the efficiency and effectiveness of their clients' missions.
What delivery model does
Westside Secretarial
offer?
Westside Secretarial operates using an onshore delivery model, meaning that their services are provided from within the United States. This approach ensures that clients benefit from local expertise, enhanced communication, and compliance with local regulations, fostering a closer partnership between the company and its clients.
How many employees and/or seats does
Westside Secretarial
have?
Westside Secretarial has a small workforce, comprising between 1 to 10 employees. This lean team structure allows for personalized service and close client relationships, ensuring that each client receives dedicated attention and tailored solutions to meet their specific needs.
Can
Westside Secretarial
be considered a good service provider for startups?
Westside Secretarial can be a valuable service provider for startups, particularly those in the Non-Profit & NGO sector. With their small team size, they offer personalized support that is essential for new businesses looking to establish their operations efficiently. Their diverse service offerings in back-office operations can help startups streamline processes and focus on growth.
Can
Westside Secretarial
be considered a good service provider for SMBs?
Westside Secretarial is well-suited to support small and medium businesses, particularly those in need of reliable back-office solutions. Their range of services, combined with a personalized approach, can help SMBs manage their operations more effectively, allowing them to scale and adapt to market demands without the overhead of larger service providers.
Can
Westside Secretarial
be considered a good service provider for enterprises?
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