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# Virtual Assistants for Financial Advisors
Grow your pipeline & build the financial & investment planning business of your dreams with a Virtual Assistant from MyOutDesk.
## 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
 Google Rating 4.9Based on 323 reviews!
## **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
1.
Start Your Free Consultation
2.
Meet With Our Team
3.
Hire Your Virtual Assistant
## What Our Clients Are Saying
“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.”
SheaLyn Anderson
REALTOR® & Operations Manager
The Wehner Group Brokered by EXP
“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!”
Cliff Stoltzfoos
Owner
LifeX Marketing
“Make the mindset shift to being your own CEO. Why are you still entering your listings yourself? Our best clients are using MyOutDesk virtual assistants to do all of this. Do you want to make $2,400 a hour prospecting or waste time entering listings? It’s all about leverage.”
Bob Corcoran
WSJ’s #1 RE Coach
Corcoran Coaching & Consulting
“I’m not going to be able to make $250,000 a year if I’m spending half my time doing $10 an hour work. That’s why we’re such big fans of virtual assistants and automation – because we need to delegate those tasks off to technology, virtual assistants, and team members so that we can get back to doing the high value work that makes us real money.”
Dale Warner
COO
Realvolve
“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.”
Mark Spain
Broker/Owner
Mark Spain Real Estate, Alpharetta GA
“Our VAs have migrated to bill payments, a lot. Time value of money is important in all aspects, and our VA’s have contributed to that level of accuracy. It’s just a beautiful thing. We also pair our VAs with our local project managers to get ready for the expansion we’re foreseeing.”
David Perry
Director of Finance
A Better Contractor
“Our VAs don’t just answer the phones and coordinate calendars—they literally create productivity and create packages, streamlining marketing messages and proposals so we can leverage it and build better relationships with our clients”
Joseph Ryan
President
GRA Galligan, Ryan & Associates
“Best cost-to-benefit ratio, we’re getting **at least 5x what we pay them back in return**! With our VAs, they’ve made our local people to really step up to what they’re best at—focus more on projects, and closing deals, instead of overwhelming admin tasks.”
Sean Tagge
Partner & COO
Memphis Investment Properties
“Our Virtual Assistants are able to do the job **better than the local people, raising the bar**! They are more mature, more experienced, more grateful and more committed to what they were doing and raised the bar for all our other employees!”
Mihran Berejikian
Belami, Inc.
“Our VA is a very important part of our business does a phenomenal job! She will learn anything we ask and doesn’t hesitate to self-inititate when necessary. Daniel Ramsey has done a fabulous job putting together the best of the best – We couldn’t be happier!!”
Nakia Brooks
2 Short Sale Guys, Braselton GA
“I switched to an outsource Virtual Assistant about two years ago. I find they are more efficient than those in the USA because they don’t have all the distractions. They work very hard. MyOutDesk is great about giving support and making my billing easy. They are always trying to help with the training of my Virtual Assistants.”
Terry Smith
REALTOR®
RE/MAX Forth Worth TX
“My experience with my VA through MyOutDesk has been wonderful. I was able to select a VA that fit my team. She responds in a very timely manner to tasks I request she does, works hard, and listens to my feedback. I was thankful for the interview process that took place at the beginning of my time with MOD. It was nice to have the final say in who joined my team.”
Carrie Qualters
Keller Williams, Atlanta GA
“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.”
Aaron Kraft
Managing Broker
Weichert, REALTORS® – Unlimited
“With my VA, I can reduce the costs and open up more revenue which I can give back to more clients with a better customer experience. My VA helps me build and market my brand over social media channels, edit my content and deliver them to the right audience—depending on which aspect of my businesses and personal life.”
Kyle Shimoda
Wealth Advisor
INPAC Wealth Solutions
“A MyOutDesk virtual assistant can help your office provide a consistently higher level of service from recognition to communication, to the calendar, to anything you can imagine. Having my virtual assistant has just been transformational for me. I really love my VA, she’s fantastic!”
Jessica Fox
Team Leader & Recruiter
KW Clearwater, FL
#### Trusted By Leaders
## Ready to scale your business?
Find a virtual professional that meets your unique business needs and save up to 70% on hiring costs today.
## Frequently Asked Questions
What is a financial virtual assistant?A financial virtual assistant is a remote working professional, specializing in financial and accounting tasks to support businesses. They can handle responsibilities like bookkeeping, invoice processing, expense tracking, financial reporting, payroll assistance, and other financial administrative duties.
What finance systems can MyOutDesk’s VAs work in?A MyOutDesk virtual assistant can work in various finance systems, including QuickBooks, Xero, FreshBooks, Wave Accounting, and other popular accounting software. They can assist with tasks such as data entry, expense tracking, invoicing, reconciliation, and generating financial reports within these systems. Their expertise helps businesses maintain organized financial records and ensure accurate financial management.
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Phone:  (800) 583-9950
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