A true extension of your team.

Admin Extension is a full-service administrative resource, offering turnkey staffing solutions tuned in to all your business needs. With proficiency across Raymond James applications and practice management insights, the service is dedicated to enhancing the client experience and helping you achieve your business goals.

Whether you are looking to maintain or grow your business, the Admin Extension team is primed to contribute right from the start.

Support to meet your needs

Our short- to medium-term coverage begins with a three-month option and is ideal for branches seeking to:

  • Accommodate FMLA leave
  • Have branch associate coverage while backfilling a position
  • Tackle specific goals or projects

With a longer-term contract, Admin Extension can help you:

  • Streamline your business during a growth phase
  • Deliver high-quality support to clients and staff
  • Thrive in a difficult labor market

For transitioning advisors, particularly those joining Raymond James without their own staff or seeking to implement resources more smoothly, Admin Extension offers a 12-month transition contract.

A broad scope of services

From maintaining client accounts to executing business goals, our scope of services is exactly what you would expect from a branch associate well-versed in all things Raymond James. This includes:

Client service and engagement

Admin Extension can help strengthen every aspect of your client service by conducting outreach, managing client relationships, providing administrative support and more.

Operational excellence

Our comprehensive operational support includes utilizing Raymond James technology to enhance branch efficiencies while establishing, maintaining and monitoring client accounts.

Business growth and risk management

Drive practice growth through marketing strategies and use of key applications while identifying opportunities or risks that are important to the practice.