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
“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 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 virtual assistant made me $43,000 in commissions less than half an hour ago, so if you’re still on the fence about hiring one, my advice is: just do it. The ROI on our virtual assistants is amazing – it’s definitely going to finish the year over 20x.”
“(Our VAs) we’ve helped teams hire over 1800 people and we’re diving into industries outside Real Estate. We leverage them in processes and procedures, they help us in sifting through candidates’ personalities, operating styles, profiles and more; phone conversations and follow-ups, interview schedules and more.”
“MyOutDesk has been incredible to work with. The time they have spent with me and helping me has been far and away more than I expected. I can’t remember ever working with a company that has been more helpful. I am thrilled to have found them and extremely excited about the opportunity we have in front of us to build our firm and grow profits. [I] highly recommend them.”
“It’s been great working with MyOutDesk – it’s been very beneficial and cost effective for me. I try to focus on staying top of mind with REALTORS® to generate new business, and my VA’s assist with tasks like loan pipelines, deal pipelines, & client interactions that reduce my ability to build relationships & acquire mortgage deals.”
“Our VAs support our team in our marketing — from content editing, postings, ads, remarketing and sphere farming. We do a lot of lead gen, blogs and videos. They take off a lot of the busy work so we can produce the best output and result for our clients!”
“It would cost us 50% more to do what we’re doing with our Virtual Assistants! The talents we found are such beasts. They’ve caught on very quickly even compared to those we hire in person!”
“I would highly recommend MyOutDesk for any of your Virtual Assistant needs. They were able to screen several VA candidates for the position that we needed and provided a high-quality candidate within 48 hours that currently exceeds our expectations.”
“Our VA is a very important part of our business does a phenomenal job! She will learn anything we ask and doesn’t hesitate to self-inititate when necessary. Daniel Ramsey has done a fabulous job putting together the best of the best – We couldn’t be happier!!”
“There’s absolutely value in having a real estate virtual assistant – especially on the lead generation & nurturing side of things. For a mortgage broker or loan officer to be able to cultivate & nurture a lead while they build a relationship with the client is very important. There’s definitely value in that, especially in today’s industry.”
“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.”
“Because we’re in an investments and securities business, our client information and handling needs a US-based person with advanced biometrics access — but our VAs are excellent for tasks that revolve around supplementary data collection and entry. Our VAs take in all the data, plots them in our systems and the systems drop them into our models for underwriting”
“Make the mindset shift to being your own CEO. Why are you still entering your listings yourself? Our best clients are using MyOutDesk virtual assistants to do all of this. Do you want to make $2,400 a hour prospecting or waste time entering listings? It’s all about leverage.”
“MyOutDesk is the perfect solution for my overall goals in the REO market. My virtual assistant has a lot of real estate knowledge, and what she doesn’t know, she picks up quickly. She has become a real asset to our team. I highly recommend MyOutDesk.”
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Frequently Asked Questions
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