Your Company Needs a Financial Planner Virtual Assistant
Are you seeking a virtual assistant (VA) in your financial planning office? Because that’s what we do. And we’d like to prove to you that we can provide the ver best financial planner virtual assistant.
To start, we’re not a professional office that fully vets our VAs, makes sure they are well trained, and we keep them up to date with the latest information. We only take on detail-oriented and proactive VAs to support our financial planning clients. We know they assist with day-to-day operations, manage client communications, provide administrative support, help to streamline operations and ensure the smooth functioning of office processes.
We know how important they can become to the team, so we make sure they are ready on every level.
Why does a Financial Planner VA make sense?
To start with you really need the most professional people who are very skilled at what they do working for you. The chances that all the best people who do what you need happen to live within 5 or 10 miles from you is low. There are very highly skilled people all over the world and we spend our time finding them.
Secondly, what really makes sense is paying someone for the work they do, not the time they spend in the office. Every work efficiency report will tell you that in-office help is really working only 40% of the time. The other time they are in the break room, chatting with other employees, surfing the web, running errands.
If they are really only doing core work 40% of the time, that would mean every 10 hours you’re getting 4 hours of work. If they make $20/hour, you’re paying $200 to get $80 of work. That’s literally paying them $50/hour.
And our financial planner virtual assistants have so much experience they’ll also be able to help you understand different systems, perhaps better faster ways of getting things done.
Here’s what our virtual assistants typically do in a Financial Planner’s office.
Administrative Support
Scheduling client appointments and managing the financial planner’s calendar
Answering emails and phone inquiries
Preparing reports, presentations, and client documents
Data entry and CRM management (e.g., updating client records)
Handling invoicing, billing, expense tracking and payment follow-ups
Prepare and organize client documents, reports, and financial planning materials
Assist with compliance documentation and record-keeping
Client Support
Sending meeting reminders and follow-up emails
Assisting clients with basic inquiries about services
Onboarding new clients and managing paperwork
Serve as the first point of contact for client inquiries via phone and email
Confirm and follow up on client meetings, ensuring necessary documents are prepared
Coordinate client onboarding, including gathering required forms and information
Send periodic client communications, including newsletters and holiday greetings
Marketing & Communication
Managing social media accounts, event coordination and newsletters
Updating website content or blog posts
Sending birthday or holiday greetings to clients
Research & Compliance Support
Gathering information on investment products or financial trends
Assisting in compliance documentation and record-keeping
Keeping track of regulatory updates that affect financial planning
And those are just the general tasks that they our financial planner virtual assistants handle on a regular basis. You may have some or all, and often times very specific things. We’d love to help you make your office more efficient and cost effective.
