Transition to a back office trade desk

Our firm is currently set up with 3 person advisor teams - Advisor, Associate Advisor and Operations associate. We are looking at moving to more of a front office (client facing) and back office (trading desk and account paperwork) operational structure. We use Redtail, Schwab and are currently migrating from Morningstar to Black Diamond. I am wondering if you have recently transitioned your operations in this way? I am also wondering if your firm uses Redtail, how do you assign activities to a trade desk or a back office where there are multiple people who would be working off of one queue. We currently only see functionality in Redtail to create activities and assign individual people (not a group).

I appreciate any suggestions you may have.

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