Financial advisors
Give the client conversation your full attention. Your virtual assistant coordinates reviews, approved materials and assigned follow-ups around your advisory team. We recruit and prepare your assistant for the financial-advisory setting and agreed support responsibilities before handoff, with advice and account decisions staying with your firm.
Find your assistantAn attendee needs a different time, an approved document is missing, and a question from the last conversation has not reached the advisor. Meeting preparation needs to bring those open items together.
Begin with a recurring review. Specify who approves the agenda, where approved materials come from, and which client questions need an advisor. An assistant can maintain the preparation list and route outstanding items, giving your team a clear view of what needs attention.
The work to hand off
Provide the client list, meeting preferences, and available times. An assistant can coordinate attendees, maintain invitations, and send approved reminders. Scheduling conflicts and unanswered invitations stay visible with the last contact recorded, so your team can choose who needs a personal call.
What you get back: A review calendar with confirmations and open responses
Identify the agenda template and materials your team has approved for the meeting. An assistant can organize links or files in the agreed location, check that the listed items match your supplied checklist, and flag missing files. Your advisor reviews the content and decides what is appropriate to present.
What you get back: A meeting preparation list ready for advisor review
After the conversation, supply the follow-up actions you have approved, their owners, and the language for routine messages. An assistant can track scheduling and document-request steps, follow up at agreed points, and flag items waiting on the advisor. Advice and account instructions go back to the responsible professional.
What you get back: An assigned follow-up list with outstanding actions visible
Define your meeting priorities, internal contacts, and rules for routing messages. An assistant can organize administrative correspondence, coordinate team meetings, and maintain follow-up reminders. Client questions requiring interpretation or recommendations are surfaced with context for the advisor to answer through the firm's process.
What you get back: A list of client questions awaiting the advisor, with original messages attached
Illustrative workflow
Use this example to scope a recurring review checklist. Each stage needs a clear owner, an approved input, and a way to flag what is still missing.
Assistant preparesThe agreed time, attendee confirmations, meeting link or location, and unresolved logistics.
Advisor decidesWho should attend and whether any client concern changes the meeting priority.
Assistant preparesA checklist of the approved agenda, open actions from the last review, and requested client documents, showing what is available and who owns each missing item.
Advisor decidesThe agenda, content to present, and any analysis or recommendations.
Assistant preparesThe advisor's approved follow-up instructions recorded with a responsible person and next step.
Advisor decidesThe substance of client advice and who can act on each instruction.
Assistant preparesAdministrative responses, outstanding requests, and client questions routed to the right professional.
Advisor decidesAnswers involving advice or account activity and whether further discussion is needed.
Illustrative example — not a client record
Use this preparation record to bring the agenda, supplied materials and the client's question to the advisor before a review meeting.
Ready to hand over when: The advisor can open the supplied materials, identify the outstanding file and read the client's original question before approving the meeting packet.
Download the blank template (CSV)No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.
Shape the role around the workload
Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.
Your firm approves the communications, access, and decisions involved in the role. Give client questions about recommendations or account activity a named professional owner, so the assistant can route them with the context needed for a response.
Recruit. Prepare. Hand over.
First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.
We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.
A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.
Explore managed supportWe recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.
Explore direct hiringThe examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.
Show us how meetings, materials and follow-ups reach your team. We will help define an administrative role around your working hours, systems and firm requirements.
Explore other ways to organize the work around your team.
