Knowing the available resources is one thing; understanding how you can make the most out of them is another. Virtual assistants might be your answer.
It is pivotal to maximise the potentials of having highly skilled personnel when it comes to delivering quality service and accuracy in execution. It includes choosing the right people to work with you.
People you can trust. The People who can deliver. And People who have a high-People you can trust. People who can deliver. And people who have a high level of understanding of tasks and why they need those done efficiently and accurately. But where would you find such people? When you find one, what is next for you? To fully utilise the human resource available at your disposal, what else can you do?
Wouldn’t it be a great thing to have a group of highly skilled people understanding your business needs, struggles and challenges? Whether it be getting personnel to work on the nitty-gritty tasks of loan processing; or someone who could take on the challenge and meticulously execute accounting and bookkeeping tasks.
Since 2010, Virtual Office Angels Pty. Ltd. has been at the forefront of providing answers to the questions above. The very reason why they are one of the best in the industry, if not the best, is their capacity not only to deliver favourable outcomes but also to accomplish what is currently needed whilst foreseeing opportunities and, ultimately, creating a connection that leaves a lasting impression.
We Do it Because We Can
Regardless of your needs, Virtual Office Angels can find you the right fit of virtual assistants to manage, handle and execute tasks on your behalf. No frills, no overpromises, just plain excellence at work.
Virtual Office Angels have been making marks in the lives of Australian financial advisors, mortgage brokers and business owners by helping them realise the potentials of their businesses and aiding them to create a work environment that fosters trust, respect and loyalty.
Mortgage and Loans Processing Support
Our mortgage and loan processing virtual assistants and support have proven to be efficient in getting the job done – the right process and procedures and within the margins.
Our mortgage and loan processing virtual assistants and support have proven to be efficient in getting the job done – the proper process and procedures and within the margins. Our virtual assistants manage the entire process from application, general critical data collection and data entry to settlement, including data entry to CRM, loan structure preparation, client/borrower communication and update, serviceability calculator preparation, valuation ordering and follow-up, discharge form preparation, preparation of other documents and forms (e.g. FHOG), file lodgement, regular mortgage broker updates and regular borrower updates. They use the most up-to-date CRM in the market, such as Connective, Mercury, Podium, Salestrekker, Symmetry, Flex, AdviserLogic and COIN.
Our virtual assistants manage the entire process from application, general critical data collection and data entry to settlement, including data entry to CRM, loan structure preparation, client/borrower communication and update, serviceability calculator preparation, valuation ordering and follow-up, discharge form preparation, preparation of other documents and forms (e.g. FHOG), file lodgement, regular mortgage broker updates and regular borrower updates. They use the most up-to-date CRM in the market, such as Connective, Mercury, Podium, Salestrekker, Symmetry, Flex, AdviserLogic and COIN.
We bank on our virtual assistants’ vast experience and high-level skillsets to ensure that when you give them something to work on, they don’t just simply accomplish it. They also create opportunities to ensure that every bit of time they spend working for you is worth it for you.
Financial Planning Support
Our top-of-the-class Virtual Assistants also assist and support Financial Our top-of-the-class virtual assistants also support financial planners and advisors from appointment setting, collating handouts, preparing templates for presentations done in PowerPoint, drafting SOAs and/or data entry into different CRMs and software, such as XPlan (e.g. Risk Researcher, WealthSolver and CALM) Midwinter and AdviserLogic.
Accounting & Bookkeeping Support
Our Virtual Assistants are always the best in their areas of expertise. Our virtual assistants are always the best in their areas of expertise. Experienced in your preferred accounting software (e.g. Xero, Saasu and MYOB), our highly skilled virtual accountants can assist you with daily, weekly or monthly invoicing and payroll, accounts receivable and payable, bank reconciliation, balance sheets, etc., ensuring that you have an accurate reporting system in place.
Hear it From the Professionals
Our current clients believe that with the help of Virtual Office Angels’ highly reliable virtual assistants, they were able to focus more on the core operations of their businesses and realise opportunities to expand the business further. Using the time freed up doing the initial steps of processing empowers them to engage more with current and potential clients, ensuring growth for more future business expansion.
What strengthens the bond and connection between our virtual assistants, our team and our clients is the initiative to drive the business towards not just meeting the business goals but also expanding the business at a sustainable pace.
GroGrowth is vital to any business. Here at Virtual Office Angels, we ensure that every person involved in a business process gets the opportunity to learn new things whilst enhancing the current skills, systems and business outlook.
Knowing What Matters To You
Time has always been one of the most significant factors in every successful business – alongside quality output and employee welfare. Putting a premium on the kind of work and the result being generated efficiently, at a lesser cost, is simply one of the most notable reasons why hiring a virtual assistant is not only a necessity but also a pivotal and undeniable factor in business success.
At Virtual Office Angels, we believe that connecting with people is the best way to ensure that your business does not only thrive in the analytics and technicality of things. We believe that by creating a lasting impression on the people we work with, we also open possibilities that may not have been fully realised before having a virtual assistant, such as more time assessing how your business can evolve and stand the test of time
We believe that for every minute we work with you, we help in driving you to success. Our main goal has always been to make things easier for you. We believe that we do it best when we help create a working environment that highlights trust, efficiency, quality service and, ultimately, respect for the business you work hard to establish.
Let us start talking about how we can build a plan around your goals and objectives. Start reaping the benefits you can get by working with us. Give us a call at 1300 737 883 to reach out and experience them for yourself.