Chat with us, powered by LiveChat
ValentaBPO > Outsourcing > Financial Advisor Virtual Assistants

Financial Advisor Virtual Assistants


Our financial planning support teams and financial planning administrators can help you with various administrative tasks and implementation activities, annual reviews, advice implementation and general business administration.

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 streamlining efficiencies at a reduced cost, allowing you to focus on revenue building activities.

Financial Planning Virtual Assistant Functions

Financial Advisor Support

  • Data entry into financial planning software
  • CRM management
  • Forms processing
  • Transfers
  • Research
  • Client account administration
  • Opening and closing accounts
  • Collecting data from clients
  • Implementation of advice
  • Preparing meeting notes for filing
  • Quarterly report preparation and emailing
  • Annual review preparations
  • Obtaining 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 Valenta's Virtual Assistants

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, providing clients with efficient service and 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 integration with your business.

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 more than 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.

Valenta BPO's Financial Advisor 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

Custom Financial Advisor Virtual Assistant Solutions

Hourly Packages Available

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

Custom Financial Advisor Virtual
Assistant Solutions

Packages Available