At Docupace, we know just how hard those working behind the scenes in the financial industry work to support financial advisors and wealth management providers. We are proud to announce the 2022 Back Office Heroes Award recipients, and we thank all #backofficeheroes for working hard behind the scenes to ensure the success of financial institutions.
What defines a back office hero? A back office hero is the person who ensures that the behind-the-scenes work is taken care of so others can focus on helping clients. They are the backbone of wealth management firms, and without them, they wouldn’t be able to do what they do.
Learn more about this years award recipients and see what it takes to be recognized as a #backofficehero.
This award is dedicated to an operational hero in the field who works in the back-office at a firm. These individuals are face-to-face with clients, leveraging technology to streamline processes that improve the financial planning experience for everyone.
As the face of her firm, Misty has proven that effective listening improves the client experience for everyone. Her ability to build strong relationships with clients has armed her financial advisors with the valuable insights they use to deliver exceptional service. Her aptitude for listening isn’t limited to client connection; Misty is staying on top of tech advancements, and maintains a strong pulse on industry changes. Congratulations, Misty on receiving the 2022 Firm Hero Award!
This award is dedicated to a support staff hero that works at a home office of a Docupace customer. They work behind the scenes to navigate the Docupace Platform while coaching others to remove obstacles in achieving back office operational excellence.
With a unique focus on customer service and advisor support, Trent took an innovative approach launching Tuesday’s with Trent, a weekly tech support group designed to aid in the training of new and resident reps. Trent’s willingness to roll up his sleeves to get the job done, as well as his genuine interest in helping others, has put him in a position of authority as a trusted resource across his firm. Congratulations, Trent on receiving the 2022 Home Office Hero Award!
This special award is dedicated to a Docupace employee. As an employee, this hero is the go-to person to get the job done and knows the ins and outs of the Docupace Platform, offering dependability, consistency, and support to Docupace clients. Docupace has recognized two award recipients for 2022.
Yuliya’s willingness to take on new challenges while executing routine tasks ahead of schedule – all to support Docupace clients – has been noticed by peers and leaders far and wide. Her sophisticated skill set and can-do attitude has elevated the Docupace platform to become more accessible and seamless for the end user. It’s for that reason that Yuliya has achieved the 2022 Docupace Employee Hero Award.
With a deep understanding of the Docupace platform and a focus on the client experience, Justin has fostered trust and strengthened relationships with countless Docupace clients. His consistent and dependable nature, in addition to his knack for client support and problem solving, has elevated Justin to be a successful and valued Docupace associate and a recipient of the 2022 Docupace Employee Hero Award.
Watch our 2022 Back Office Heroes & 20th Anniversary Virtual Celebration announcing this years award recipients and celebrating 20 years of automating wealth management.