Financial Planning Assistance and Administration

Imagine simultaneously working for multiple applications, a series of face-to-face meetings with potential and existing clients and a handful of checklists and supporting documents – not to mention the number of compliance steps required for each application and new deals.

 

And imagine all this being done by one person, a Financial Planner – doing all the work from the ground up. It makes you wonder; would regular working hours be enough to accomplish everything? How do some financial planners stay on top of already stiff competition? How do they thrive? What’s their secret?

 

The answer is pretty simple – there is no secret, and no, it’s not just perseverance and high-performance intensity.

 

Hire a top-of-the-class virtual assistant. 

You see, any highly competitive financial planners would need a pair of hands to keep things going. We are talking about a highly skilled, efficient and agile set of hands – someone who could match the pace of an already excellent financial planner.

 

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, Virtual Office Angels Pty Ltd. can help you save hours of work and dedicate that time to look for more potential clients, move applications faster, keep the level of competition high and sustain it. Learn more.

 

 

We offer not only excellent virtual assistants. We know that excellence is already expected from potential candidates even during their application process.

 

We can also find you virtual assistants who can already work with you from the get-go, tailor-made for your needs. Virtual Office Angels can find you someone who no longer needs some time to learn the ropes and be trained for various processes.

 

Let’s face it; it would take a whilst to realise the benefits of hiring a virtual assistant if that would be the case.

 

Just imagine how much time we can save if a top-notch virtual assistant would take and do the rough works for you and process various tasks efficiently. Wouldn’t that be a great way of managing things?

 

Time is money, and getting a virtual assistant is an investment.

Day one. Whilst most financial planners would expect a newly hired virtual assistant to be a little slow in running errands and accomplishing things, we do it the other way around.

 

By hiring candidates who already know what to do and HOW things SHOULD be done, you can expect nothing short of a breezy day at work knowing that the job will be accomplished, even without you monitoring and training an assistant.

 

That is how Virtual Office Angels Pty Ltd.’s virtual assistants are a cut above the rest. They do the work the way you want it done, and they deliver the output just like how you would do it yourself.

 

Our virtual assistants value every minute when handling your files and managing your tasks. They understand that every work they need to accomplish, whether it be minute or significant, will generate more time for you to create opportunities, which will then help you thrive in your area of expertise.

 

Our virtual assistants will work with you so long as there is work to do, and even when there’s none, you can expect that they will create more opportunities to maximise their time.

 

You can expect that they will establish processes and initiatives that will benefit your business in the long run. Now, that is the kind of investment you would want to have. The kind that would not just keep you afloat but will also strive to amplify the potentials of your business.

 

Trust and Competencies

Virtual Office Angels Pty Ltd. has been in the business for more than a decade. They have seen it all, and they already know what you need and what needs accomplishing. We have stayed on top of the competition because of the trust our clients give us.

 

We understand our clients’ needs and what the industry needs, which is why our approach has always been to ensure that our people, our virtual assistants, are paired with the right clients.

We value the trust given to us by our long-time clients. What better way to show our appreciation than by ensuring that the level of competencies our people have is always above industry standards?

 

Time changes along with expectations.

In the time of technological advancements and process modifications, having a virtual assistant would be of great help in ensuring you stay up to date on news and changes in processes and regulations in the financial industry up to the internal compliance metrics that you need to accomplish.

 

The goal is always to ensure that our processes, along with our people, can stand the test of time. Regardless of the challenges you and the industry may face, we believe that a great way to seize the moment is by forging a new path and unrealised goals through the help of our virtual assistants.

 

Our learnings are also your learnings. We learn, you learn. We believe that acquiring new knowledge should be a continuous process. Maintaining that stream is one of our core values. We placed a premium on learning new things, which should be shared with you as well by putting our learnings into practice.

At Virtual Office Angels Pty Ltd., we believe that the time we spend to do the work for your business contributes to your goals. We trust that together, we can create new targets and reach new opportunities.

 

Your business is our business. We take pride in knowing that we have helped a lot of successful financial planners in reaching their goals and aiming for greater heights in their careers. You, too, can seize the moment and thrive. Let us start working together to achieve your goals and create new ones.

 

To find out more about how you can start to reap the benefits of having your own highly skilled virtual assistant who is tailor-made for your specific business needs, call us now at 1300 737 883.