National Back Office Heroes Day
April 27
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 to wealth management firms, and without them, they wouldn’t be able to do what they do.
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. Join us as we celebrate the second annual National Back Office Heroes Day presented by Docupace, on Friday, April 26, and announce the 2024 Back Office Heroes Award recipients.
Celebrating #backofficeheroes Across America
Back Office Heroes Awards
Each year Docupace recognizes the hard work led and executed by back office staff across the country. Nominations for #backofficeheroes are accepted on an annual basis and are evaluated on specific criteria. If you or someone you know hold the values defined below, one of these awards is meant for you.
Collaboration
You work behind the scenes navigating countless systems, vendors, and people to remove obstacles for your financial advisors and wealth managers.
Reliability
You’re the go-to person to get the job done and know the ins and outs of the operation offering dependability and consistency when advisors need support.
Prosperity
You know just how much families depend on a strong financial plan to ensure opportunities for future generations and dedicate your life to helping them succeed in this.
Efficiency
You’ve mastered the art of using technology to automate arduous tasks and streamline complex processes so you can focus more on doing what matters most.
Back Office Heroes Award Categories
Three Award Categories Make Up the Back Office Heroes Awards
Home Office Hero
This award is dedicated to a support staff hero who works at the home office of a Docupace or PreciseFP customer. They work behind the scenes navigating countless systems, vendors, and people to remove obstacles for financial advisors and wealth managers.
Firm Hero
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.
Employee Hero
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 & PreciseFP Platform, offering dependability, consistency, and support to clients.
Nominations Closed
Nominations for the 2024 Back Office Heroes Awards are now closed. Please join us on April 26 for a virtual celebration where the winners will be announced.