Announcing the Docupace 2024 Back Office Heroes Award Winners
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 2024 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.
2024 Award Recipients
Learn more about this years award recipients and see what it takes to be recognized as a #backofficehero.
2024 Firm Hero
This award is dedicated to an operational hero in the field who works in the back-office at a firm. This individual is face-to-face with clients, leveraging technology to streamline processes that improve the financial planning experience for everyone.
LAUREN MULLIGAN
Director of Client Services
Forefront Wealth Partners
Lauren was recognized for her consistency in communicating with others, her “meticulous” attention to detail, and her determination to get things done. She makes onboarding new clients and handling all ongoing administrative tasks a breeze. Lauren, you make such a great example of a Back Office Hero. Although they don’t wear capes or save the universe from destruction, heroes like Lauren spot a challenge and aren’t afraid to step in and solve it. Congratulations Lauren!
2024 Home Office Hero
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.
KIMBERLEY HARVEY
Business Analyst
Country Financial
Congrats to Kimberely for being selected as the 2024 home office hero! Kim is being recognized for her patience and willingness to help others but most importantly that she continues “to go above and beyond in driving change to make the advisor, client and home office experience the best it can be”. Great work Kimberley.
2024 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 Platform, offering dependability, consistency, and support to Docupace clients.
AUSTIN VASHAW
Senior Customer Support Representative
Docupace
Austin Vashaw is a Senior Customer Support Representative at Docupace. Austin is being recognized for his exceptional responsiveness, proactive problem-solving skills, and collaborative efforts both within Docupace and with external partners, significantly contributing to resolving issues and improving customer satisfaction. Austin, our industry needs more people like you. Congratulations on this well-deserved employee hero award.