877 289 6197info@valentabpo.com 
877 289 6197info@valentabpo.com 

Financial Advisor Virtual Assistants

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Financial Advisor Virtual Assistants

PROCESS CONSULTING, DIGITAL TRANSFORMATION AND OUTSOURCING

Businesses in financial planning have several tasks to be executed day-to-day. In fact, most practices are over-loaded with tasks, stressing their deliveries.  Our well-trained financial advisor virtual assistants can assist you by sharing several tasks. Our financial planning support teams and financial planning administrators can help you with various admin and implementation activities, annual reviews, advice implementation and general business administration.

Financial Planning Virtual Assistant Functions

Financial Advisor Support

  • Data entry into financial planning software
  • CRM management
  • Forms processing
  • Transfers
  • Research
  • Client account administration
  • Opening/closing accounts
  • Collect data from client
  • Implementation of advice
  • Prepare meeting file notes
  • Quarterly report preparation and emailing
  • Annual review preparations
  • Obtain clients holdings (Fund Balance, Account Start Date, beneficiaries, Fees and Charges, etc.)
  • 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 Financial Advisor Virtual Assistant Services

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The largest team of financial administrators globally

Valenta BPO has the largest team of financial planning administrators spread across the globe, ensuring clients’ of efficient service, with a quick turnaround time.

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Extension of your team

We offer dedicated resources trained in your processes and practices, ensuring a seamless functioning.

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Expertise in a wide range of software and tools

Our professionals are led by award winning financial advisors, with a combined experience of over 80 years. This ensures effective and timely execution and 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 Advisor Virtual Assistants Works

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Valenta Financial Advisor Virtual Assistants 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

Our Services

Need Help ?

Please feel free to contact us and we will get back to you within 1-2 business hours. Or just call us now

877 289 6197

info@valentabpo.com

Software Expertise

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