Financial Planning Virtual Assistant

Valenta > Staff Augmentation > Financial Planning Virtual Assistant

Financial Planning Virtual Assistant


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


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

Why Valenta Financial Planning Virtual Assistant

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ISO certification

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

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No lock-in contract

Our contracts are simple with no lock in terms.

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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.

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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

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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

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