Indispensable Virtual Assistants for
Finance
Grow your pipeline & build the financial & investment planning business of your dreams with a Virtual Assistant from MyOutDesk.
Boost Your Assets With a Financial Advisor Virtual Assistant
MyOutDesk VAs help financial organizations by generating leads, prequalifying contacts, gathering documentation, chasing signatures & nurturing your pipeline while you focus on closing deals – as well helping you schedule meetings, talking to clients, stay on top of your networking, and building the relationships that grow your revenue.
Virtual assistants save you time & money, increase your productivity, and help you focus on making money – and for an incredibly low price that you simply can’t match with in-house staff.
What a Finance Virtual Assistant can do
Executive Tasks
- Schedule and manage the CEO’s calendar, including appointments, meetings, conferences, and important events
- Monitor and manage the CEO’s email inbox, responding to urgent messages and forwarding important correspondence. Draft and review emails on behalf of the CEO
- Serve as a communication liaison between the CEO and other company executives, staff members, clients, and stakeholders. Ensure effective communication flow within the organization
Administrative Support
- Provide administrative support to financial planners, preparing client meeting materials and organizing financial data
- Handle administrative tasks such as email management, phone calls, and appointment coordination
- Schedule and coordinate meetings, conference calls, and video conferences
Client Support
- Act as a point of contact for clients, addressing inquiries, scheduling meetings, and managing appointment calendars
- Guide new clients through the onboarding process, gathering necessary documentation and information
- Act as the main point of contact for clients, responding to inquiries via email, phone, or live chat
- Coordinate with the finance team to address billing-related concerns
Marketing Tasks
- Schedule and publish finance-related posts on various social media platforms to engage with the target audience.
- Manage email marketing campaigns, delivering valuable financial planning tips and updates.
- Create visually appealing financial infographics, social media graphics, and videos to enhance brand visibility.
- Engage with company clients and followers on social media and other platforms.
Related services
Administrative
Sales Development
Customer Service
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What Our Clients Are Saying
“With my VA, I can reduce the costs and open up more revenue which I can give back to more clients with a better customer experience. My VA helps me build and market my brand over social media channels, edit my content and deliver them to the right audience—depending on which aspect of my businesses and personal life.”
“MyOutDesk has allowed me to start building my real estate team, starting with what I needed help with the most – lead generation. I’d highly recommend MyOutDesk to any agent like who is looking to get to the next level and ultimately build a real estate team.”
“We’ve found MyOutDesk VAs to be professional, attentive, very coachable and responsive to instruction. It’s been cost-effective, and certainly provides value based on their skillsets. In terms of recruiting, they understand our objectives and they’re highly focused on delivering on them.”
“Our Virtual Assistants are punctual, detailed, consistent, give us superlative work and are an important part of our team. This lets us increase business, frees up agents to go out on appointments and sell homes. We could not be more pleased with the level of work we receive from our virtual assistant team members!”
“MyOutDesk has been instrumental in helping us find super talented VAs!” that fit our culture, help us grow our sales and handle our operations. They’re a wonderful company that provides great introductory training and we’re glad to be in business with them!”
“MyOutDesk removes all of the extraneous work and lets you focus on working directly with people who support your business. We’ve been very happy with the quality of people they have available to work with, the ease of interacting with and training highly prepared candidates, and the efficiency of keeping accountability and compensation running smoothly.”
“I get 250 emails a day, so one of the first things I set my VA up to do is scrub my inbox. Now she maintains my trend report, my success spreadsheet, she’s doing transaction management for us along with web-design & general marketing. We’re having phenomenal results.”
We replaced someone in the office who wasn’t the right fit, and our VA’s been with us for more than 6 years!
“I’ve used MyOutDesk for several years now for transaction coordination, lead followup, media & marketing, etc. If it can be done behind a computer or phone, their VA’s will rise to the challenge. I highly recommend them to get more done without breaking the budget.”
“We’ve been really happy with MyOutDesk’s resources. We have all our training and processes ready and all we really needed were good candidates to interview and MyOutDesk has provided that. We needed to plug someone in quickly and MyOutDesk made it possible!”
“Our VAs don’t just answer the phones and coordinate calendars—they literally create productivity and create packages, streamlining marketing messages and proposals so we can leverage it and build better relationships with our clients”
“We’re getting 150% of what we used to get and it’s less than half the cost of a really good recruiter. It’s turned out to be very, very good — the outcomes can’t be argued with!”
“We kept focusing on the little things, I’m buying our time back—our VA has left me space for higher dollar-per-hour tasks, things only I can do. Our VA is an extension of me, they’re really good in administration; ROI-wise, immediately we got back a lot of money we’ve been missing from warranties, insurance follow-ups and inventory.”
“MyOutDesk has really revolutionized our business. We’d generate rental leads, hand them off to our agents, and have those agents reach out. We needed a better way to use the time these agents were spending to get these leads ready to go out on tour. I can’t tell you how many hours you’ve saved for our agents.”
“My experience with MyOutDesk has been great! My VA is responsive, hardworking, motivated, eager to learn & optimistic about prospecting for me. She values her job and appreciates the work. It’s a great addition to my business and I highly recommend MyOutDesk!”
Helpful Resources
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Frequently Asked Questions
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