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
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

Sales Development

Customer Service
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What Our Clients Are Saying






“MyOutDesk has been incredible to work with. The time they have spent with me and helping me has been far and away more than I expected. I can’t remember ever working with a company that has been more helpful. I am thrilled to have found them and extremely excited about the opportunity we have in front of us to build our firm and grow profits. [I] highly recommend them.”






“Once I realized that I needed help in order for my business to grow, I contacted MyOutDesk and the whole process was very smooth. I sent them a list of duties that I needed the assistant to perform. They matched my needs with a couple of candidates. I interviewed them, and then made my decision who to work with. Now, my database is organized, we set up my campaigns, and all my online presence and data research is take care of. I am very happy with the services and the results I realized. Best investment I made this year!”






“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!”






“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.”






“I get 250 emails a day, so one of the first things I set my VA up to do is scrub my inbox. Now she maintains my trend report, my success spreadsheet, she’s doing transaction management for us along with web-design & general marketing. We’re having phenomenal results.”






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!






“We’ve had systems in place for a while, but since getting our VA, we’ve noticed more time devoted to our buyers and seller and actually more time to be able to follow up on leads rather than following up on checklists of listings and closings. MyOutDesk is a very innovative and cost effective company and they strive hard to please. Our VA is excellent. She’s very service focused and picked up the flow of operations quickly.”






“I was nervous about hiring my 1st VA but MyOutDesk came highly recommended and I could not be more pleased. It’s been a short period of transitioning but I find myself with more time now, which I know in the long run is going to pay off huge dividends as I continue to build my business. I love the fact that I have a coach in conjunction with my VA that keeps us both on the right path to success for us all!”






“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!”






“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.”






“We couldn’t be happier. We had a daunting job that had been on the back burner for too long. We had all become so busy but it just could not wait any longer and I was bound and determined to find a way to clean up and requalify our database in time for our holiday card mailing. Orlan rolled up his sleeves and got to work, making 30-40 calls a day. His communication was excellent and I am particularly grateful as he has uncovered 2 sellers and a buyer in just 3 weeks. He has more than paid for himself!”






“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 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.”






“MyOutDesk is where you’ll find real estate trained Virtual Assistants that can do everything that an assistant can do for you, except physically picking up a lockbox or paperwork, because they’re located remotely in the Philippines. They work the hours you want, in the timezone you’re in – and when you hire them for 8 hours a day, they actually work a full 8 hours a day – without the meetings, calls, bathroom breaks & everything else. They work, work, work, which is why they get so much done.”






“Our first VA does a lot of the research we need in building our clients storybrand and sphere of connections, providing them with support; while our second VA helps our clients with their processes and inventory-related things. They both assist our copywriters in publishing, along with some website maintenance. They’re excellent in all those!”
Helpful Resources

Administrative

Marketing

Customer Service
Frequently Asked Questions
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