Financial Planning Virtual Assistant

Valenta > Staff Augmentation > Financial Planning Virtual Assistant

Financial Planning Virtual Assistant

PROCESS CONSULTING, DIGITAL TRANSFORMATION AND OUTSOURCING

We understand the day to day operations of a Financial Planning business. Our Financial Planning Virtual Assistants are trained to assist with all client on-boarding activities, analysing client documents, data entry, research, implementation tasks, annual reviews, customer service, business admin and more. Most Financial Planning practices are either overworked or unable to delivery customer service as they would like to, which is why it’s best to get assistance from experts.

Financial Planning Virtual Assistant Functions

Financial Advisor Support

  • Implementation of advice
  • Data entry into financial planning software
  • Forms processing
  • Transfers
  • Research
  • Collect data from client
  • Fee Disclosure Statements
  • Prepare Meeting File Notes
  • CRM management
  • Client account administration
  • Opening/Closing accounts
  • Quarterly report preparation and emailing
  • Annual review preparations
  • Obtain clients holdings (Fund Balance, Account Start Date, beneficiaries, Fees and Charges, etc.)
  • Liaising with Clients to schedule appointments with the Advisors
  • Transcription of File Notes / Meeting Notes

Management Support

  • Business reporting
  • Maintaining CRM

Accounting/Bookkeeping

  • Bookkeeping
  • Payroll
  • Insurance quotes
  • Billing and invoicing
  • Revenue management
  • Comparison Reports to show the impact of various options

Why Valenta Financial Planning Virtual Assistant

Services Icon 25 | Valenta BPO US

ISO certification

We are ISO 9001 certified for Quality Management Systems and ISO 27001 certified for Information Security.

Services Icon 26 | Valenta BPO US

No lock-in contract

Our contracts are simple with no lock in terms.

Services icon 24 | Valenta BPO US

Dedicated team members

We will allocate a dedicated team member and reporting manager to your business. Our reporting managers will oversee quality and service delivery.

Services icon 24 | Valenta BPO US

Customised solutions

We work will large corporate to small businesses. We can customise an outsourcing or captive solution to meet your requirements.

How does Financial Planning Virtual Assistant work

Valenta Process Logo | Valenta BPO US

Valenta Financial Planning Virtual Assistant Solutions

Part Time Financial Planning Virtual Assistant

20 hours per week

$ 1,000 /per month

Full Time Financial Planning Virtual Assistant

40 hours per week

$ 2,000 /per month

Software Expertise

Related Services

Virtual Paraplanning Services | Valenta BPO US

We fully understand the routine demands of a financial planning business, the need for accuracy, compliance, and response times. Read More

Outsourced Digital Marketing | Valenta BPO US

Digital marketing is the marketing of products or services using digital technologies, mainly on the Internet, but also including mobile phones, display advertising. Read More

Process Consulting Services | Valenta BPO US

Valenta technology consulting provides end-to-end services, from strategy to implementation, to help you accelerate change and deliver business. Read More

Book Online Meeting

Share This