Financial Advisors!
Live In Your SWEET SPOT with a Virtual Assistant
Our pre-approved Virtual Assistants help you stay compliant, manage client interactions, and handle tasks like scheduling, appointment setting, social media, content creation, and more, so you can focus on growing your practice.
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Doesn't Get Easier Than This
Whether you need part-timoe or full-time help, our Virtual Assistants are the quickest way to get high quality workers at a fraction of the cost of hiring in the U.S, Canada, or U.K.
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Our pre-trained VAs support you in all aspects of work, so you can get more done each day.
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Get Full Administrative Support
✅ Schedule and confirm appointments with clients, prospects, and partners.
✅ Send automated reminders to reduce no-shows and last-minute cancellations.
✅ Block out focus time to ensure you have time for strategy and planning.
✅ Reschedule and adjust meetings when conflicts arise
✅ Customer Support
✅ Prepare, edit, and format client documents for meetings and reviews.
✅ Ensure compliance paperwork is properly completed and submitted on time.
✅ Repurpose existing content (e.g., turning blog posts into LinkedIn articles)
✅ Finance and Bookkeeping
✅ Keep all financial documents, statements, and transaction records well-organized.
✅ Organize digital files in a secure document management system.
✅ Send and track e-signatures for contracts and financial agreements.
✅ Marketing and Social Media
✅ Schedule and post content on LinkedIn, Facebook, and other platforms.
✅ Engage with followers and respond to messages or comments.
✅ Create email newsletters to nurture leads and stay in touch with clients.
✅ Ensure compliance with industry regulations by maintaining accurate and up-to-date records.
✅ Digitize paperwork and securely store documents for easy retrieval during audits.
✅ Track client payments, send invoices, and follow up on overdue accounts.
Our Commitment to S.W.E.E.T Customer Service:
We provide the highest quality Virtual Assistants available for Financial Advisors. Our assistants are trained to specialize in task management and administration for financial advisory copmanies. Anything your business does on a computer, a Virtual Assistant can handle for you. Book a call with one of our advisors today to be matched with a high-quality, vetted Virtual Assistant.
Contact our team below and we'll do our best to message you as quickly as possible.