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
“My experience with my VA through MyOutDesk has been wonderful. I was able to select a VA that fit my team. She responds in a very timely manner to tasks I request she does, works hard, and listens to my feedback. I was thankful for the interview process that took place at the beginning of my time with MOD. It was nice to have the final say in who joined my team.”
“Our Virtual Assistants are able to do the job better than the local people, raising the bar! They are more mature, more experienced, more grateful and more committed to what they were doing and raised the bar for all our other employees!”
“MyOutDesk has exceeded our expectations! The interview process was super easy and we had very good candidates to chose from. Our VA is outstanding, learns quickly and has great language skills. We highly recommend MyOutDesk to anyone who needs an addition to their team.”
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 had MyOutDesk virtual assistants for over 6 years now – our virtual assistants take care of the things that naturally slow me down. They’re going to make your systems better, and take care of things that you don’t see, and help keep you in the zone making 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!”
“We have two people, we brought on within a week of each other. They’re in two different parts of our business: one is on the sales side, one is on the support side, so we got to see kind of both of those in action — they also folded in our culture so easily!”
“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!”
“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.”
“MyOutDesk has freed up my life! People say that time is money, but time is so much more valuable than money – and with MyOutDesk I’ve been able to get my time back and my life back. I’m spending less time working and making more money.”
“Our first VA does a lot of the research we need in building our clients storybrand and sphere of connections, providing them with support; while our second VA helps our clients with their processes and inventory-related things. They both assist our copywriters in publishing, along with some website maintenance. They’re excellent in all those!”
“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.”
“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.”
“It was frustrating back when we were scaling Boomtown, trying to find the right people & delegate to break through the ceiling. Many of my customers have that problem also. There’s a lot that goes into finding the right talent, and MyOutDesk does a fantastic job of that for its customers.”
“People ask me how I can afford a virtual assistant. I can’t afford NOT to have one! Since hiring a virtual professional, my business has increased 322%. My VA handles my emails, phone calls, transaction work, everything I need help with. She’s like my partner.”
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Frequently Asked Questions
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