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

Financial Advisor Virtual Assistants

ValentaBPO > Services > Financial Advisor Virtual Assistants

Financial Advisor Virtual Assistants


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


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

Why Financial Advisor Virtual Assistant Services

Services Icon 25 | Valenta BPO US

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.

Services Icon 26 | Valenta BPO US

Extension of your team

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

Services icon 24 | Valenta BPO US

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.

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 Advisor Virtual Assistants Works

Valenta Process Logo | Valenta BPO US

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


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. We also realise that outcomes offered in wealth management. 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