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 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.”
“We hired our first VA about 4 years ago, and they’ve become an essential part of the business. They do administrative work, ensure quality in our client info & leads, update the CRM, create reports, etc. If they’re gone, we start crying – they’re really that crucial.”
“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!”
We replaced someone in the office who wasn’t the right fit, and our VA’s been with us for more than 6 years!
“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.”
“I have 2 VA’s with MyOutDesk. Our VA’s are amazing! They help us with BPO tasks, Craigslist, postlets, Facebook greetings, Zillow, IVR, metric spreadsheets, RealPro tasks, listing tasks, price reduction plans, finding comps, etc. I’m grateful for our VA’s daily!”
“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!”
“The value for us is that we’re getting more phone calls answered, which means more properties that we’re leasing. So we’re leasing more properties faster throughout the month. We’re commission based, so that’s a big benefit to our business.”
“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.”
“I switched to an outsource Virtual Assistant about two years ago. I find they are more efficient than those in the USA because they don’t have all the distractions. They work very hard. MyOutDesk is great about giving support and making my billing easy. They are always trying to help with the training of my Virtual Assistants.”
“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!”
“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.”
“We’ve been very pleased with the amount of escrows opened by our MyOutDesk virtual assistants. I really like working with our virtual assistants – its a game changer and massive value to our real estate partners! I strongly recommend hiring a mortgage virtual assistant today, the return on investment you’ll see will be absolutely tremendous!”
“A MyOutDesk virtual assistant can help your office provide a consistently higher level of service from recognition to communication, to the calendar, to anything you can imagine. Having my virtual assistant has just been transformational for me. I really love my VA, she’s fantastic!”
“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!”
Helpful Resources
Virtual Assistants
Scaling Smarter: Are You Ready for a Blended Team?
When your internal team is maxed out, growth stalls. Blended teams combine in-house and outsourced talent to extend your capabilities, reduce overhead, and scale smarter. Learn the signs you’re ready, and how MyOutDesk helps enterprise companies build high-performing hybrid teams.
September 25, 2025
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MyOutDesk Expands Global Footprint with New Morocco Headquarters
MyOutDesk has expanded its global footprint with a new Morocco office, giving businesses access to secure, in-office virtual professionals. With a deep multilingual talent pool, cultural alignment, and time zone advantages, this strategic move offers clients more flexibility, oversight, and peace of mind while scaling with world-class support.
August 22, 2025
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5 Industries that are Winning with Outsourcing
Outsourcing is no longer just about saving money—it’s about scaling smarter. Discover how enterprise-level businesses in healthcare, real estate, tech, finance, and e-commerce are leveraging virtual professionals to reduce overhead, boost efficiency, and stay competitive in 2025.
August 6, 2025
Frequently Asked Questions
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