Operations

Business Systems develops and delivers systems and products to help everyone associated with Help Us Help You, Inc. maximize productivity.

Business Systems Strategy, through evaluating new business tools and our competition, formulates strategies for Help Us Help You, Inc. and develops a long-range vision for the direction of our business/technology solutions.

Cashiering processes and keeps record of all checks, wire transfers, and other transactions relating to purchases.

Corporate Marketing develops strategies and creative executions in collateral, online, direct, and print advertising—as well as public relations—to build awareness and strengthen Help Us Help You, Inc.'s brand identity among our target audiences.

Data Integrity ensures that our online data is accurate and up-to-date.

Development creates, builds, and maintains software applications to help everyone associated with Help Us Help You, Inc. work more efficiently.

Document Services is responsible for imaging, storing, and retrieving all documents related to investment transactions and to our business as a whole.

Finance maintains the firm’s financial records, recommending strategies for improving our bottom line and developing our corporate business plan.

Human Resources recruits, hires, and helps retain talented professionals who are a good fit with our culture of requisite services. The staff also plans and implements in-house training, professional development, charitable programs, and staff recreational events.

In-House Underwriting evaluates each purchase using a common-sense approach. Thus, allowing us to meet the challenge of any unusual or complex note transaction. In-House Underwriting gives us the ability to make purchases quicker and makes sure each investment is beneficial to our portfolio.

Internal Help Desk provides home office staff with the technology support it needs to do its jobs.

Investment Research reviews and approves investments and provides recommendations on economic analysis, asset allocation, portfolio management, individual investment management, and the full range of investment products we may use to help achieve our financial goals.

Legal Compliance advises the firm of any and all legal and regulatory matters and works to interpret and apply state, federal, and other rules and regulations governing the industry.
New Accounts processes and routes quote requests to their proper destination.

Office Services manages everything that keeps our home offices running, including the reception areas, mail processing, in-house kitchens, and our entire physical plant.

Retirement Operations provides retirement account support and processes distribution requests for all types of retirement plans which are strictly offered to Help Us Help You, Inc.'s employees.

Recruiting cultivates our network of financial advisers and helps evolve and grow the firm by identifying and nurturing relationships with prospects who would be a good "fit" with Help Us Help You, Inc. culture and standards.

Technical Services designs, builds, and supports the entire technology infrastructure needed by everyone associated with Help Us Help You, Inc.

The Service Center serves as the "one-stop shop" for all operations-based calls from advisers—either by answering the question immediately or coordinating with departments throughout the company to resolve problems.

Transfer of Assets, also known as TOA, is a backup operation to Cashiering which also processes and tracks the transfer of all assets in and out of Help Us Help You, Inc.

The Trade Desk executes purchases. This department okays the purchases made by Help Us Help You, Inc.

Web Services and Usability is responsible for all aspects of the layout and navigation of Help Us Help You, Inc. Website, ensuring the best possible user experience. This department advises us of best practices to help us create and continuously improve our website.