Virtual Assistants for Financial Advisors
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- Serving 7500+ clients with 800+ verified 5-star business reviews
- Longest-running virtual assistant service company
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
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
Our virtual assistants can handle daily tasks like bookkeeping, calendar scheduling, document review, data entry, CRM management, and more.
Executive
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.
Customer Service
Trust our virtual assistants to instantly respond to inquiries, guide customers through troubleshooting processes, manage inboxes, and more.
Hire A VA With MyOutDesk Today
What Our Clients Are Saying
“Working with MyOutDesk has really been a dream. It has allowed me to cost effectively outsource the prospecting part of my business. The investment is nothing compared to the return I am getting from listings, opportunities, and brand exposure they provide me.”
“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!”
Most of my processes are so administrative-heavy and burdensome — I can’t sell business and be tied down with all of it! My VA helped me start streamlining our systems, she knows everything going on — that high touch level of service that my clients need, she does it!
“MyOutDesk has really revolutionized our business. We’d generate rental leads, hand them off to our agents, and have those agents reach out. We needed a better way to use the time these agents were spending to get these leads ready to go out on tour. I can’t tell you how many hours you’ve saved for our agents.”
“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!”
“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.”
“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.”
“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.”
“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.”
“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!”
“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.”
“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.”
“With my VA, I can reduce the costs and open up more revenue which I can give back to more clients with a better customer experience. My VA helps me build and market my brand over social media channels, edit my content and deliver them to the right audience—depending on which aspect of my businesses and personal life.”
“We currently have 3 Virtual Assistants – they fit perfectly with the rest of our team and have a superior work ethic. Their communication is excellent as well as their ability to problem solve and learn quickly. We highly recommend you give them a try!”
“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.”
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