When will this Day be celebrated? April 27th of each calendar year.
What is National Back Office Heroes Day? A universal truth is that all people desire joy, significance and meaning. Financial health is a meaningful component in the pursuit of these endeavors. Sound investment and financial advice are key to bringing financial security to more families, most importantly those who hope for a brighter future for themselves, their children and their communities. Financial advisors and wealth management providers have worked so hard to deliver exceptional client experiences, that any hiccup in back office execution impacts both their brand and their reputation. It impacts the ability for well-crafted financial plans to stand the test of time.
At Docupace, unlocking this potential is our charge. By removing the operational hurdles that hamstring advice providers, we empower professionals along the financial ecosystem to focus on their calling. We enable more families the ability to enjoy prosperity, secure futures defined by the power of choice and give their future generations opportunities perhaps they themselves never had.
By focusing our efforts, elevating our quality, strategically enhancing our product offerings, maturing our business and radically focusing on the customer experience, Docupace is doing its part to elevate the quality of financial advice in America by making the back office rightfully heroic – #backofficeheroes assemble!
Why is this day being created? This special day of recognition is being created to shine a spotlight on the back office professionals who effectively and efficiently process new account applications, account changes, deposits, wires, transfers and more during the busiest time of the year – tax season. Docupace is designating this day to commend this work and help facilitate broader understanding of all the vital people behind the scenes of all wealth management operations.
How should this day be observed? This day should be recognized with a companywide celebration of a job well done and community service project that allows team members some fresh air, sunshine and an opportunity to give back to their community.
Who created this day? This day was created by Docupace in 2022. Docupace