Hiring a virtual assistant to handle inbound call screening and prospective client inquiries can free up some of your valuable time. Your virtual assistant can help determine whether a prospective client would be a good fit for your firm, schedule meetings with clients, and add contacts and notes to your CRM.

• CRM Management / Data Entry
• Reception

Opening accounts and facilitating account transfers can take weeks or even months. With the right processes in place, the preparation of account applications and associated paperwork can be delegated to your virtual assistant, freeing up an enormous amount of time. 

• Track the status of the new account transfer, or account maintenance request
• Follow up as needed
• Reception
• Light Accounting / Bookkeeping 
• Prepare Accounting Reports 
• Organize receipts for expense reporting

A virtual assistant can help in creating documentation for processes, procedures, and workflow.  The more tasks you outsource to a virtual assistant, the more they can directly document tasks, while suggesting improvements to make things more efficient. 

• Process Creation & Documentation
• Cloud Data Organization

Maintaining an engaged audience online can be challenging for any business. A virtual assistant can help advisors manage content for their blog, website, or other channels. 

• Scheduling social media posts
• Engaging with the firm's online community
• Help create and manage long-term marketing strategy