Hoping that someone might have a recruiting firm they have used to help me fill my administrative assistant position / traditional financial services support role / client facing, etc. P/T or F/T. Single advisor firm. Have used a firm in the past that posts the position on the various job seeker sites. Thanks!

I'm a Wealthbox user, and have RMD clients on 4 different platforms; what do others do to be the most efficient in aggregating the RMDs from all the platforms to help assess current status of the RMDs each year?