Operations + Admin 營運+行政

Office documents and more. 辦公室文檔及其他资源

Articles (7)

2024 Firm Calendar

Commission closes, paydates (for staff) and firmwide holidays for the year

2024 Holiday Calendar

All firm holidays for the year, at a glance!

Employee Expense Reimbursement Form

For use by Charter Oak staff requesting reimbursement for mileage, and other approved expenses

Fax Cover Sheets

Send professional-looking, branded faxes

Firm Organizational Chart

Reporting structure and staffing for all firm departments

Office Return Address Labels

Print office-specific branded return-address labels with just a few clicks

Phone List

Contact info for Charter Oak advisors and employees across all offices