Professional, Reliable Service for Financial Professionals

We can do anything an in-house assistant can do... except get your coffee.

Professional, Reliable Service for Financial Professionals

We can do anything an in-house assistant can do... except get your coffee.

Services

Your source for virtual administrative help, general bookkeeping, and desktop publishing services.

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.

  • Client Account Administration
  • Forms Processing
  • Opening/Closing Accounts
  • Transfers and Cashiering Tasks
  • Quarterly Report Preparation and Mailing/Emailing
  • Billing/Invoicing

ADMINISTRATION

Our Virtual Assistants take the hassle out of administrative tasks. We can provide many of your firm’s clerical needs.

  • Word Processing/Typing (general correspondence, letters, bids, proposals, reports)
  • Appointment Scheduling
  • Database/Contact Management
  • Direct Mail/Mail Merge
  • Photocopying
  • Scanning
  • PDF Production
  • Assembly of correspondence and various marketing materials
  • Making travel arrangements, scheduling
  • Holiday/Birthday Mailings
  • Retrieval of Downloads
  • Email, Fax, and Phone Support
  • Shipping/Labeling
  • Assembling & Packing (Small items only. i.e. disks, books, manuals, etc)
  • Transcription

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.

  • Newsletters
  • Brochures
  • Letterhead & Business Card Design
  • PowerPoint Presentations
  • Booklets
  • Pamphlets
  • Flyers
  • Bulletins
  • Directories
  • Manuals
  • Other documents involving page design
  • Minor Website Updates
  • Proofreading
  • Copyediting

Why Outsource

Virtual Assistant

THE CONSIDER IT DONE! DIFFERENCE:

We were virtual before virtual was cool

  • Serving advisors for more than 17 years
  • We specialize in working with independent RIAs
  • Experienced on most advisor technologies & custodians
  • Highly experienced, minimal training needed

Advantages

Free up your time

  • Reduce turnover & re-training
  • No managing employees
  • Free yourself from administrative tasks
  • Stay focused on what you do best and outsource the rest

Save Money

  • No employees expenses, payroll taxes or benefits
  • No need for additional equipment
  • No need to pay for “training time”
  • Pay only for time spent working… up to the minute

CID Team

For over 10 years, our mission has been to provide flawless, consistent, and reliable services

JESSICA RINER

Jessica is the founder and president of Consider it Done! Virtual Assistant Services. She started Consider it Done! in April of 2003 and currently provides a wide range of virtual administrative services for Financial Planners across the United States. She is practiced in the precision and detail needed to meet clients’ needs.

Jessica’s background is very diverse and she offers a wide range of expertise to clients. After graduating with a Master’s Degree in Educational Technology, Jessica spent six years traveling the country giving small business seminars on internet marketing and electronic business practices. She was then hired by a document conversion company and was promoted to Vice President of Business Development where she gained expertise in SGML, XML tagging, document storage and conversion methods. Jessica’s familiarity with virtual tools and her background in small business training creates a unique advantage for clients interested in transforming their high overhead office into a virtual practice.

Jessica, her husband Jeff, son Chase and their dogs Elvis and Chewy live in East Texas where they enjoy outdoor activities such as camping, 4-wheeling, and fishing. Jessica is also involved with her local chapter of Beta Sigma Phi service sorority.

RACHELLE WALLEY

Rachelle Walley graduated cum laude from East Texas Baptist University with a bachelor of science in education.  There she majored in mathematics with a double-minor in computer information systems and music. After graduation, she entered the teaching profession, and for several years taught physics, calculus, algebra, geometry and consumer math to high school students.  

In 2006, Rachelle began working as an offsite administrative assistant for investment advisors who were located across the country, and subsequently earned the Financial Paraplanner Qualified Professional (FPQP) designation. Her extensive experience in supporting advisors and their clients, along with her math and computer background, make her a natural fit for our team.

JAMIE KEESE

Jamie has been employed by Consider it Done since 2005 when Jessica lured her away from her then-current employer. For seven years prior to working for CID, Jamie worked in the insurance industry as an office manager and receptionist. She currently concentrates on client services such as opening new accounts, account transfers, moving funds, data entry, and generating reports. Jamie is extremely organized and her attention to detail and strong work ethic have made her an irreplaceable member of our team.

Jamie enjoys spending time with her kids and their many extracurricular activities keep her on the go! Ethan, her oldest, enrolled her into the ‘Lolli’ program with the birth of his sweet little boy Leighton. Her middle child Aiden keeps her busy cheering for him as he plays high school sports, and her youngest Anna enjoys gymnastics and art.  Jamie is also a member of her church’s praise team where she sings and plays the piano.

ANGELA LANDRUM

Angela graduated from the Tyler School of Business with certification in Computer Accounting and has worked in the accounting and bookkeeping fields for the past 19 years. Angela joined Consider it Done in February 2006 and has added her unique skill set to the team.

Angela is a meticulous and dedicated worker with an outstanding attitude. Her primary duties include bookkeeping, appointment scheduling, client administrative support, and quarterly data entry.

Outside the office, Angela and her family run a cattle ranch. It’s not unusual to find Angela riding the pastures looking for new calves, feeding the cows, or baling hay. If she’s not on a tractor, you will probably find her playing with her grandchildren. She has been blessed with 3 children, 2 daughters-in-law, and 4 of the best grand babies ever. 

Jessica Contreras

Jessica graduated from California State University, Los Angeles in 2014 with a Bachelor’s Degree in Criminal Justice. After graduation, she moved with her husband to Flagstaff, Arizona for one year where she worked as an Emergency Dispatcher for the Flagstaff Police Department. The couple soon discovered that they did not like living in the snow, so they relocated to East Texas. She joined the CID team in February of 2021 and has applied the communication skills she gained while fielding 911 calls with her ability to quickly process incoming tasks. The quarter-end task overload doesn’t even phase her. When she is not working, Jessica is enjoying being a new mom to a precious baby girl and spending time with her family.

Lanette Morton

Lanette has a Bachelor of Science from Stephen F. Austin State University where she was a member of Delta Tau Alpha, a National Agricultural Honor Society. After graduation she worked for one the largest bedding plant growers in the United States. For 13 years she sharpened her computer skills and attention to detail by being responsible for forecasting, sales analysis, and extensive reporting via online tools. She joined the CID team in January of 2011.

Lanette, her husband Brad and two young children, Drew and Ella live in East Texas. They have a variety of animals and enjoy the outdoors. Their favorite family activity is taking their camper and visiting the many beautiful Texas State Parks.

Jess Landrum

Jess graduated from The University of Texas at Tyler with a Bachelor’s degree in Childhood Education. After graduation, she taught 5th and 6th graders and coached the school’s volleyball and softball teams. Jess joined the CID team in the fall of 2018. Her time-management and organizational skills help her successfully complete the tasks her advisors assign.

When Jess is not working, she is rounding up her two young children on their farm with help from her husband and her fellow employee/mother-in-law, Angela.

Angie Ott

Angie has spent most of her career working in the legal field,  assisting with a wide variety of administrative duties, client service and project management.  She has served as Branch Office Administrator at Edward Jones and is now serving as a virtual assistant for the Eversource CID team in Birmingham, Alabama.  Her focus is on client onboarding, service,  and operations.  Angie enjoys spending time with her husband, 4 children and 3 grandchildren and her rescue dog Oscar.