Frequently Asked Questions

Our Virtual Assistants are specialized to manage a variety of finance-related tasks. We have worked with different custodians, are familiar with their processes, and can help you keep track of tasks from start to finish. Hiring a virtual assistant specialized in finance will save you time when completing tasks, boost productivity, and make sure your clients receive the attention they need. We want to help free up your schedule so you can focus on growing your business. 

We can manage your email, calendar, communicate with custodian, fill out paperwork, help with meeting preparation and meeting follow up. We can help with your onboarding process --  collecting client information, opening accounts, transferring funds, adding beneficiaries, checking for RMDs. We can make calls for you, help you organize client files on Box, Google Drive, Dropbox or the software of your liking.

Yes. You can create a profile for us and select the level of access you would like for us to have. We can help fill out paperwork, opening accounts, transferring accounts/funds, helping with wires/money movement. We have previously worked with Schwab, Fidelity, and Vanguard, and have experience reaching out to your designated service team. 

Yes, we can.

Our packages are a starting point for working with advisors. We can always modify them or create a plan that fits your needs. If you need someone full time, we have the capacity to do so.

We do not save any documents or client information in our computers or software. We regularly check for viruses.

We regularly scan for viruses, keep the Operating System and apps up to date, we are careful to click or download any attachments that are not from a trusted source. We block any unathorized network access and do not save client information.