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
“It’s been a very positive experience – easy to setup and get going. We use MyOutDesk VAs for healthcare recruiting – it gives us stability in the role and delivers a constant flow of applicants coming in. Our VA has a healthcare background, she knows the lingo, and she’s hungry to achieve! She likes the challenge. It’s a beautiful thing.”
“As a loan officer, I want to create relationships with REALTORS®, and I use my VA to help me acquire the relationship. He setup 51 one-on-one meetings with agents in the first quarter I had him, which is awesome because acquiring the relationship is what acquires the mortgage. My VA is so good that my schedule is booked solid!”
“My Virtual Assistants (VAs) helped me quintuple my income supporting our turnkey setup for our clients with our system and technology.”
“Our experience with MyOutDesk has been amazing! They have provided us with hard working and dedicated virtual assistants with the skill sets that meet our company needs. We set high standards and they have met them all. They’ve saved our company time & money.”
“They (VAs) do so much support for our processors and loan officers — they make sure the documents are complete, they handle a lot of calls and verifications, data entry, follow-ups with 3rd parties. We still do a lot of in-house processes with our loan officers and processors, but our VAs make everything flow smoothly, bridging the gaps and saving 50-60% at least!”
“Our VAs have migrated to bill payments, a lot. Time value of money is important in all aspects, and our VA’s have contributed to that level of accuracy. It’s just a beautiful thing. We also pair our VAs with our local project managers to get ready for the expansion we’re foreseeing.”
“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 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!”
“My VA prepares most of the reports we have: for marketing, for sales, what we need to focus on for the next few weeks, our staff performance, our customer information. (Our VA) They also handle our marketing: our content, our materials, our fliers, the website design, and our templates to move forward.”
“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.”
“MyOutDesk allows us to scale more quickly & be more profitable! Our top reps in the USA are getting greater job satisfaction now because they’re able to focus more on developing relationships with clients rather than repetitive task-work.”
“Our VA does a lot for us — she answers all the emails and replies to most of the inquiries, she answers the phone, she returns voicemails and she handles our intake coordination for scheduling our therapists and the necessary paperwork to get them ready for the appointment!”
“(Our) VA in the property management side focuses on contracts, credit checks, application verifications, repair coordination, tenant/appointment viewings and vendors— she speaks really well and connects nicely with our tenants and property managers!”
“I’m not going to be able to make $250,000 a year if I’m spending half my time doing $10 an hour work. That’s why we’re such big fans of virtual assistants and automation – because we need to delegate those tasks off to technology, virtual assistants, and team members so that we can get back to doing the high value work that makes us real money.”
“A virtual assistant allows your team members more time to focus on their “one thing” without sacrificing client satisfaction. In our business, they do lead followup & transaction coordination. Our VA’s keep our followup time down and help our executives effectively focus.”
Helpful Resources
Frequently Asked Questions
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