A financial advisor virtual assistant is a remote based assistant who takes care of the day-to-day operations for your business. Outsource this & save 70%.

Financial Advisor Virtual Assistant Hiring Guide

A financial advisor virtual assistant can help you scale your business by allowing you to focus on the most important aspects of your business, and outsourcing all repetitive tasks.

Managing and growing a successful financial advisor business can be stressful at times. From handling existing client accounts to prospecting for new business, it’s easy to feel overwhelmed at times. What most financial advisors don’t realize is that the daily grind of admin work and repetitive tasks gets in the way of growing your business. What if you could outsource all of these tasks each day at a low cost?

Fortunately, it’s easy and inexpensive to outsource much of your daily to-do list to a financial advisor virtual assistant (VA). A financial advisor virtual assistant can handle all of your daily grunt work such as preparing client paperwork, generating reports, answering phones, managing your email inbox, customer support, social media management, prospecting for new business, new client on-boarding and bookkeeping.

Hire a Virtual Assistant for $6 Per Hour

Save 70% when you outsource with Jobstob. Highly qualified virtual assistants, designers, video editors and more for a fraction of the price of a domestic hire.

What Is a Financial Advisor Virtual Assistant?

A financial advisor virtual assistant is a remote based assistant who takes care of the day-to-day operations for your business. A typical financial advisor virtual assistant can help you delegate a wide range of time-consuming yet important tasks that any successful financial advisory business needs to handle on a routine basis.

These tasks include bookkeeping, new client onboarding, managing prospects, preparing reports, social media management, customer support, managing your email inbox, answering phones, coordinating meetings and preparing paperwork.

A financial advisor virtual assistant is a remote based assistant who takes care of the day-to-day operations for your business. Outsource this & save 70%.

Typical Financial Advisor Virtual Assistant Responsibilities

An experienced financial advisor virtual assistant can have a game-changing effect on your personal productivity and the success of your financial advisory business. By freeing you up from the daily grind of routine and repetitive tasks, a virtual assistant can allow you to spend more time on what matters most: growing revenue and improving the service offering for your clients.

A financial advisor virtual assistant is a remote based assistant who takes care of the day-to-day operations for your business.

Here are some tasks which a financial advisor virtual assistant can help you with:

Handling Client Agreements – Preparing paperwork and organizing documents are two essential yet mundane tasks which no successful financial advisor (FA) can ignore. While the traditional method of outsourcing this task, hiring a full-time administrative assistant, is immensely costly, a virtual assistant can take care of paperwork responsibilities at a fraction of the cost.

Coordinating Meetings and Calls – The truth is that no successful Financial Advisor, Investment Advisor or RIA has the time to coordinate his or her own meetings and conference calls while growing a business. Every minute you spend managing your calendar takes away the opportunity to prospect a new account or show individualized attention to your most important clients. A virtual scheduling assistant can coordinate all of your calendar engagements and even make outbound calls and send emails in order to confirm a call or an appointment.

Answering Phones – A virtual receptionist can free you from the mentally taxing obligation of always being available to answer your office line, especially for in-bounds which don’t make you money. All of our virtual assistants are fluent in English which means they can comfortably answer phones, take messages and even provide basic customer service and troubleshooting on your behalf.

Managing Your Email Inbox – It’s easy and tempting to spend all day fixated on your inbox instead of focusing on important projects, prospecting or taking care of your clients. An experienced email virtual assistant can free you from the unproductive addiction of constantly checking your emails by managing your inbox on your behalf. Your VA can reply to clients, flag important emails, send out calendar invitations, organize your inbox and delete spam.

Customer Support – A customer service virtual assistant can be the first point of contact your customers have for routine customer service requests. VAs are capable of answering phones, making outbounds, answering emails, updating your CRM and operating customer service ticket systems such as Zendesk and Freshdesk.

Social Media Management
– An experienced social media virtual assistant can manage your firm’s daily social media presence, including creating new posts, generating new likes and followers and engaging with customers and prospective clients online.

Preparing Reports – Does your company routinely spend time preparing, updating and sending reports for clients? If so, a virtual assistant is the perfect solution for outsourcing this routine yet incredibly important task. In addition to generating reports, a VA can also send them on your behalf and answer any basic follow-up questions or requests from clients.

Managing Prospects – A virtual assistant can help turbocharge your prospecting strategy by helping you make outbound calls, send emails, manage a prospect CRM and prioritize follow-ups with important leads.

New Client Onboarding – Think about how much time your company spends onboarding new clients. While it’s a good thing to be adding clients, it’s also frustrating to consider the fact that any time you spend onboarding a new client takes away your time from prospecting and closing new clients. A virtual assistant can manage your firm’s new client onboarding process, allowing you to stay focused on prospecting.

Bookkeeping – A seasoned virtual invoicing assistant can assist with everything from basic accounting and record-keeping to paying bills and invoices on your behalf. Even if you have an in-person assistant who helps you with these tasks, wouldn’t it be more profitable for you to have your employees focus on revenue-generating tasks like prospecting and closing new clients?

Financial Advisor Virtual Assistant Pricing

Financial advisor virtual assistant pricing varies dramatically depending on where your assistant is based and their experience levels. US based, college educated VAs (virtual assistants) can easily cost $30 per hour or more. While it’s nice to have someone with a native English accent, it’s definitely overkill if you have to pay that much just for a native accent.

Alternatively, you can hire a fluent, English speaking financial advisor virtual assistant based in the Philippines through Jobstob for a fraction of the price. On average, you can save 70% to 80% on employment expenses if you outsource with Jobstob. For example, a financial advisor virtual assistant that costs $20 a hour in the states would only cost you $6 a hour in the Philippines through Jobstob, which equates to 70% off US prices.

Not convinced? Find out why we were ranked #1 for the best virtual assistant websites and why our holistic, customer centric model simply works.

Hire a Financial Advisor Virtual Assistant

Hire a fluent, English speaking financial advisor virtual assistant based in the Philippines through Jobstob for a fraction of the price.

We’ve re-imagined and simplified business process outsourcing from soup to nuts. Start by browsing our extensive selection of video resumes, and contact us once you’ve found a candidate you like. Or, we’d be happy to do a custom search for you.

We’ll source, screen, interview and test candidates to make the best use of your time. Once hired, we’ll take care of everything from a free trial period to payroll, time tracking, compliance and HR so you can focus on growing your business.

Save 70% When You Outsource With Jobstob

Full-time, fluent, English speaking virtual assistants, designers, video editors and salespeople for $6 a hour.