Virtual Assistance

Flexible part-time support without the fuss

Retainer based, flexible hourly support to conquer your biggest back-office needs. Pull yourself away from tasks taking you away from the most important aspect of your business – your clients.

  • Outsource your HR and talent management needs
  • Dedicated virtual assistant based on experience and skill set
  • Upgrade and downgrade as long as monthly hour minimum is met
  • Easy subscription retainer billing on a month-to-month basis
  • Multi-month commitments (3 and 6-months) includes analytics and reporting

 

Download Our VA Sample Task Sheet

Our Virtual Assistant Programs

With flexible commitments, optimize the best of industry talent by choosing one, two, or three engagements and create an entire back-office team for each of your advisor and client needs. We offer hybrid service options on a limited basis (utilize two different services for up to 15 total hours per month).

Marketing

$1125 per month

Starts at 15 hours, ongoing 1, 3, or 6-month commitments

  • Includes, but is not limited to: Digital asset creation, website maintenance, podcast production, and social media management
  • Adopt as needs change
  • Compliance-friendly process for optimal efficiency

Client Servicing

$1125 per month

Starts at 15 hours, ongoing 1, 3, or 6-month commitments

  • Includes, but is not limited to: custodian operations and paperwork, CRM and fintech management, and client communication
  • Best for advisor businesses who engage in both investment management and financial planning

Paraplanning

$1125 per month

Starts at 15 hours, ongoing 1, 3, or 6-month commitments

  • Work with a CFP® candidate or professional for either technical assistance, or plan scenario and recommendation creation
  • Experienced with MoneyGuide, eMoney, RightCapital, AssetMap, Holistiplan, etc.