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ValentaBPO > Outsourcing > Financial Advisor Virtual Assistants

Financial Advisor Virtual Assistant

Streamline your processes and boost efficiencies

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.  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 and 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 Valenta's Virtual Assistants?

Extension of Your Team

We offer dedicated resources trained in your processes and practices, ensuring a seamless integration with your business.

Unparalleled Expertise

Our professionals are led by award-winning Financial Advisor’s, with a combined experience of more than 80 years. This ensures effective and timely execution and delivery.

The Largest Global Team

Valenta BPO has the largest team of financial planning administrators spread across the globe, providing clients with efficient service and a quick turn-around time.

Customized Solutions

We can customize an outsourcing or captive solution to meet your requirements.

Extension of Your Team

We offer dedicated resources trained in your processes and practices, ensuring a seamless integration with your business.

Unparalleled Expertise

Our professionals are led by award-winning Financial Advisor’s, with a combined experience of more than 80 years. This ensures effective and timely execution and delivery.

The Largest Global Team

Valenta BPO has the largest team of financial planning administrators spread across the globe, providing clients with efficient service and a quick turn-around time.

Customized Solutions

We can customize an outsourcing or captive solution to meet your requirements.

Peace of Mind with Valenta BPO

Eliminate Hiring & Administration Costs

At Valenta BPO we offer outsourcing solutions that eliminate the need for you to invest in IT, HR, payroll, account management, and admin tasks. On average, our Valenta BPO client's who outsource report a cost saving of up to 60%.

Highly Qualified Resources

At Valenta BPO we take care of the entire recruitment and training process so that when you engage our services, you are guaranteed a qualified dedicated resource for your business, who is ready to start immediately. The only training necessary is specific to your businesses policies and processes.

No Lock-in Contracts

Our contracts are simple with no lock-in terms. At Valenta BPO we believe in offering the highest level of customer service ensuring that our relationships are long-term.

Flexible Engagements

We design solutions to meet specific client requirements and offer flexible engagement models. Our resources can be engaged full-time, part-time, or on a transactional basis.

What do our client's say?

  • Since engaging Valenta, we’ve been able to take on a much higher work load. We’ve been able to bring someone into the team for a lower cost, but without compromising on that quality of work. Outsourcing has been a great solution compared to hiring somebody locally. It’s a lot more cost effective and it’s easy to do.

    Natalie Gillies and Clare Harding
    Arthur J Gallagher
  • Valenta has been great, because it allows us to expand and contract our operations, depending on the time of the year, very effortlessly and inexpensively. It’s allowed us to make decisions that we know we can scale quickly on because we know that Jayesh and the Valenta team will be there for us.

    John Pollock
    Financial Gravity

Valenta's Financial Advisor Virtual Assistant Solutions

Full-Time Financial Planning Virtual Assistant

40 Hours Per Week

$2,000/per month

Part-Time Financial Planning Virtual Assistant

20 Hours Per Week

$1,000/per month

Custom Financial Advisor Virtual Assistant Solutions

Resources based on
project needs

Software Expertise

Book Free Financial Advisor Virtual Assistant Consultation

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