Virtual Assistants for Financial Advisors
Your time is worth $200+/hour when you are with clients. Stop spending it on paperwork, scheduling, and data entry.
Client-Facing Time Is Your Most Valuable Asset
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
How a Virtual Assistant Helps Your Financial Advisors
Our pre-vetted VAs are trained on industry-specific tasks and tools. Here is what yours will handle from day one.
Client Scheduling
Booking review meetings, coordinating calendars, sending confirmations, and managing reschedules.
Account Paperwork
New account applications, transfer forms, beneficiary changes, and required minimum distribution processing.
CRM Management
Data entry, contact updates, task tracking, and activity logging in Redtail, Wealthbox, or Salesforce.
Client Communication
Meeting prep packages, birthday and anniversary outreach, market update distribution, and event invitations.
Compliance Support
Document archiving, communication logging, ADV filing support, and audit file preparation.
Seminar & Event Coordination
Venue booking, invitation management, RSVP tracking, and post-event follow-up.
Tools & Software Our VAs Use
The Savings Are Real
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
Frequently Asked Questions
Ready to Hire a VA for Your Financial Advisors?
One phone call. 15 minutes. We will match you with a pre-vetted virtual assistant experienced in financial advisors within 48 hours.