Your time is worth $200+/hour when you are with clients. Stop spending it on paperwork, scheduling, and data entry.
45%
of advisor time spent on non-client-facing tasks
$72,000
average cost of a full-time paraplanner in NYC
30%
more assets under management for advisors who delegate effectively
Our pre-vetted VAs are trained on industry-specific tasks and tools. Here is what yours will handle from day one.
Booking review meetings, coordinating calendars, sending confirmations, and managing reschedules.
New account applications, transfer forms, beneficiary changes, and required minimum distribution processing.
Data entry, contact updates, task tracking, and activity logging in Redtail, Wealthbox, or Salesforce.
Meeting prep packages, birthday and anniversary outreach, market update distribution, and event invitations.
Document archiving, communication logging, ADV filing support, and audit file preparation.
Venue booking, invitation management, RSVP tracking, and post-event follow-up.
A paraplanner or client service associate in NYC costs $60,000 to $80,000 with benefits. A VA costs $18,700/year and lets you reinvest that savings into client acquisition.
“My VA manages all my meeting scheduling and account paperwork. I see 30% more clients per week now.”
CFP, Manhattan Financial Advisory
One phone call. 15 minutes. We will match you with a pre-vetted virtual assistant experienced in financial advisors within 48 hours.