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

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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
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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

Administrative

Stay productive, not busy

Streamline operations and free up your team to focus on strategic goals with expert task management.

Sales Development

Sales Development
Accelerate your sales funnel

Maximize lead conversions and sales opportunities with consistent prospecting and qualification.

Customer Service

Customer Service
Deliver exceptional support.

Enhance client satisfaction and loyalty with fast, professional, and personalized support.

Get Started

Hire an Ecommerce Virtual Assistant with MyOutDesk today.

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Book a personalized strategy session

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Co-create your success plan

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Get indispensable talent & resources

What Our Clients Are Saying

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.

Ready to scale?

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