Generate income instead of focusing on back office responsibilities
Our skilled virtual assistants can take over the tasks that prevent you from working on your business instead of in it. When you could let us handle the back office activities and you tackle the service your clients are paying you for, things like back and forth scheduling of financial account review meetings and prospect meetings may bog you down. To find out how we can assist you and provide you more time for other duties, call us right away.
How it Works?
Sign Up
Our Business Advisors can help you put together a job description that fits your current real estate business model.
Consultation
Let our Business Advisors know about your set-up so we can introduce you to the right person for the job.
Sourcing
Our team will pool only the best candidates based on the skill profile your finance business needs
Interview
After short-listing from the initial list of profiles, we will assist you in interviewing the most fitting candidates for the job.
Hiring
The final decision comes from you. After selecting your Finance VA, your account will be assigned to a manager who will be your main point of contact for VA concerns.
Congratulations
Now you can enjoy a freer schedule to focus on your business.
Our Financial VA Services
Customers count on you to provide prompt assistance, enhance your overall financial services, be dependable, and more, for which you need to be available.
As a result, hiring remote help has become increasingly commonplace to not worry about things such as managing the CRM system, phone call and email answering, scheduling financial account review meetings and meeting with potential clients. Start your digital adventure here to improve customer service!
Finance VA Positions
Virtual Administrative Assistant:
- Managing your schedule
- Email management
- Direct Inquiries
- Organize files and transcribe minutes
Virtual Sales Assistant:
- Prospecting and building leads
- Cold calling
- CRM Management
- Client follow-up
Virtual Marketing Assistant
- Creating Marketing Content
- Managing and posting on social media
- Email campaigns
- Market Research
Virtual Accounting Assistant
- Bookkeeping
- Data Entry
- Bank and Credit Card reconciliation
- Filing documents and handling mail
Virtual Designer
- Create logos, flyers, presentations, etc.
- Design print and mail stationary and format.
- Create corporate image and branding manuals.
- Illustrate websites and digital platforms with banners, slides, and icons.
- Create animations and edit videos.
Virtual Caller
- Outbound Calling
- Inbound customer service
- Appointment Settings
- Connecting with clients