Virtual Assistants for Financial Advisors
Scale Your Business With The #1 Virtual Assistant Company
- Rated #1 in virtual assistant services by TechRadar & Analytics Insight
- 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
“(Our) VA in the property management side focuses on contracts, credit checks, application verifications, repair coordination, tenant/appointment viewings and vendors— she speaks really well and connects nicely with our tenants and property managers!”
“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 is a great option when you need a virtual assistant! They do all the heavy lifting to find the best candidate and assist with management in order to get up and running ASAP.”
“MyOutDesk removes all of the extraneous work and lets you focus on working directly with people who support your business. We’ve been very happy with the quality of people they have available to work with, the ease of interacting with and training highly prepared candidates, and the efficiency of keeping accountability and compensation running smoothly.”
“Anybody who’s gone to business school in the last 20 years has had 1 commandment hammered into them: if it’s not your core business, outsource it. Security, travel, tech, human resources – it’s not your core business, outsource it!”
“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!”
“Our VAs support our team in our marketing — from content editing, postings, ads, remarketing and sphere farming. We do a lot of lead gen, blogs and videos. They take off a lot of the busy work so we can produce the best output and result for our clients!”
“We hired our original VA and quickly expanded to 3 — we’re rocking phone calls, hitting 250-350 a day outbound! They’re talking to our candidates, screening them, getting them through the process of enrollment and generating revenue for us, big time! Each of them could replace 3 people for me.”
“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.”
We replaced someone in the office who wasn’t the right fit, and our VA’s been with us for more than 6 years!
“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 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.”
“MyOutDesk adds so much value – they don’t just provide the people, they train them! When you add a MyOutDesk virtual assistant to your sales team, that’s how people like me grow from being a nobody back in 2007 to making over $10 million in GCI last year.”
“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.”
“Our VA focuses on various aspects of the business and frees up time for our office administrator, who is physically in the office and being pulled in many directions that need extra focus and are extremely critical for us. Our VA also helps with our customer relations and support, they’re great with taking care of people!”
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