Financial Planner Marvin Mitchell works with virtual assistants

Virtual Assistants for Financial Advisors

Grow your pipeline & build the financial & investment planning business of your dreams with a Virtual Assistant from MyOutDesk.

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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 For You

Executive Tasks
Administrative Support
Client Support
Marketing Tasks

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
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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
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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.

Our virtual assistants can handle daily tasks like bookkeeping, calendar scheduling, document review, data entry, CRM management, and more.

Our virtual assistants for executives provide high-level administrative support by managing schedules, handling correspondence, coordinating meetings, and more to enhance their productivity and organization.

Trust our virtual assistants to instantly respond to inquiries, guide customers through troubleshooting processes, manage inboxes, and more.

Hire A VA With MyOutDesk Today

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Ready to scale your business?

Find a virtual professional that meets your unique business needs and save up to 70% on hiring costs today.

Frequently Asked Questions

A financial virtual assistant is a remote working professional, specializing in financial and accounting tasks to support businesses. They can handle responsibilities like bookkeeping, invoice processing, expense tracking, financial reporting, payroll assistance, and other financial administrative duties.
A MyOutDesk virtual assistant can work in various finance systems, including QuickBooks, Xero, FreshBooks, Wave Accounting, and other popular accounting software. They can assist with tasks such as data entry, expense tracking, invoicing, reconciliation, and generating financial reports within these systems. Their expertise helps businesses maintain organized financial records and ensure accurate financial management.