Finance Virtual Executive Assistants
Image from Nick Chong
Remote virtual assistants are the perfect solution for businesses or individuals who need administrative or technical support. They offer a wide range of services, such as scheduling appointments, managing customer service, handling social media, and answering communication inquiries. The possibilities are endless with a virtual assistant, so whatever you need, there is a solution. Let us at She’s A Given assist you in finding the perfect fit for your project or business need.
A virtual assistant can streamline your workload and boost your productivity by taking over routine tasks. You will have more free time to focus on tasks that require your unique skill set and full attention. With the rise of remote work and new technology software programs, virtual assistants have become a sought-after solution for many companies. Cutting costs without compromising quality output is the name of the game. No overhead cost for physical office space! But plenty of flexibility and adaptability for expert virtual assistants.
Try it Now. Try it Today. Set up a Discovery Call with She’s A Given, and we will show you what your business can gain from hiring a virtual assistant.
The financial industry has gone through many challenges over the past years. With the rise of financial technology firms, traditional banks, investment banks, insurance companies, and accounting firms had to show plenty of adaptability and flexibility to withhold pressure from new startups. Fintech companies compete in every industry, from peer-to-peer payment systems, digital payment systems for global-acting businesses, and online trading platforms are only a few examples where smaller and bigger firms have made a splash.
Overall, the decentralization of services in the financial industry has yielded more broad, affordable, and tailor-made products and services for consumers.
This ever-changing landscape attracts entrepreneurs, and the financial services industry is growing. Hence, virtual assistants come in handy to take over things like CRM, Social Media Management and Strategy, bookkeeping, invoicing, etc. Let’s see what you can expect from a remote finance virtual assistant and what She’s A Given offers.
RELATED: HIRING A VA, WHAT TO KNOW
Tasks for a Finance Virtual Assistant
Consumer Relationship Management
The finance industry might be growing, but products can easily be copied by other companies. Hence, set yourself apart from the rest by providing top-notch customer relationship experiences. Delivering such, your business will retain more customers, become more competitive, and increase sales. Hiring a virtual assistant is the perfect decision if business leaders want to boost competitiveness, as they can perform many CRM services. You can choose to implement a full-scale CRM system or let finance virtual assistants perform specific business-relevant tasks.
CRM data should help with existing clients, and maintaining an active database is key. Virtual assistants can help with data cleanups and keep everything in order. Contact management includes storing all relevant customer information and where employees can access any form of communication and documents, including contracts or risk profiles. CRM is also where lead management ties in. A financial services virtual assistant can manage lead acquisition, routing potential leads to the correct person, and monitor them.
Are you interested in getting the most ROI on your marketing budget? Virtual assistants can send out campaigns for you on multiple channels. They can establish target markets and design the appropriate marketing messaging language for you. One of the many advantages of an integrated CRM system is that businesses get a full-spectrum view of customer data. Virtual assistants will provide the knowledge that will facilitate the decision-making process.
Moreover, your virtual assistant could be your marketing pro. Not only proficient in overall engagement but as a creative expert. She’s A Given can provide solutions to social media integration in your financial advisory firm or simply write content for newsletters, industry articles, email campaigns, etc.
Are you facing diverse challenges? She's A Given can assist your business with reports and analytics. These will allow you to tackle anything coming your way and predict some future numbers.
Financial Advisory
Your back-office tasks don’t need your direct attention any longer. Let a financial services virtual assistant take care of them. Hence, your clients will get the full attention they deserve. Integrated with your business but independently managed, virtual assistants take over where you need them to. As a financial advisor, you might handle client portfolios that require constant and immediate care depending on financial market activities.
Remote financial services assistants can keep track of industry trends, do in-depth research on companies, and provide the groundwork for your expert decisions on singular stocks, bonds, funds, derivatives, or currencies. You probably also don’t have time to respond to every email that does not require your strategic thinking, so delegate all these things to us. We make your customers feel like they are talking directly to you. So, what exactly can She’s A Given do for you?
Meetings: Financial advisors have to attend lots of them. Either with new clients who might transfer their funds to your portfolio management, or they meet existing clients for reviews of their portfolios. Virtual assistants can take care of all the scheduling. They can prepare potential clients with what they can expect and assist with all the regularly-scheduled client portfolio reviews.
They can answer communications via email or phone. Whatever is more suitable to specific financial advisory needs.
Above-mentioned CRM tie-in
Basically, any task you might think of. There is always a solution.
The financial services industry requires confidentiality and compliance with industry and company-specific standards, and She’s A Given is fully equipped to offer services to any business need.
Still hesitating? Talk to one of a She’s A Given pro and start with your tailor-made finance virtual assistant option.
Accounting & Bookkeeping
Bookkeeping can be a tedious task that requires organizational talent. Businesses can now transfer some of the responsibilities to trained virtual assistants who keep track of key areas such as accounts payable and accounts receivable. They can bill your clients and pay your staff. Payroll duties are increasingly performed externally, so a financial services virtual assistant will be on top of your books.
She’s A Given can also link you with tax experts, so your books are ready, and all tax incentives are being taken advantage of, along with all the deadlines met. Accounting duties might always be at the back of your mind. Let She’s A Given handle this for you. Even accounting firms can hire virtual assistants for administrative tasks and handling their own or client bookkeeping.
One of the more specific tasks within bookkeeping and accounting that a finance virtual assistant can perform is bank reconciliation. This is the process of matching all transactions recorded with those reflected on bank statements. Virtual assistants can review the statements within the company’s accounting system and can identify and correct any discrepancies.
Additionally, financial services virtual assistants can prepare monthly or quarterly financial statements. They can gather and organize data and use it to create a more detailed report. Since this is a time-consuming task, it’s perfect for a virtual assistant. Accuracy and efficiency are guaranteed.
Finally, a virtual assistant can track all expenses. They can review receipts, invoices, and other records to ensure that all expenses are recorded correctly. They can then categorize expenses to make access to records easy for any business leader.
She’s A Given can help with all matters regarding your books. Your business is our business.
Investment Research
Investment research is crucial when dealing within the financial industry. Your finance virtual assistant can play a vital role by conducting in-depth research on investment opportunities. If it is real estate or individual stocks, they can do it for you and provide recommendations to clients.
Financial markets require expertise and time. Business leaders might often not have the time available to stay on top of all the happenings in the world and create accurate analyses to make informed business decisions. Companies are faced with market volatility in the financial marekt so sudden changes pose challenges. Hence, it is very challenging to predict trends.
A virtual assistant cannot time the market for you, but they can assist with providing information to make informed decisions. To make those decisions, finance virtual assistants can filter through relevant data available on the financial markets. Companies need to invest in the resources and technology necessary to stay competitive in the market.
So, financial services virtual assistants can create any type of analysis for you so that you can do just that. They will collect data from various reliable sources, organize and sort it for you, and then perform an analysis.
So, what about those market trends? How can you stay ahead? Your financial services virtual assistant can track market trends and verified news sources for you. This might include subscribing to newsletters, trade papers, and RSS feeds. Appropriate google alerts can be set up for you alongside checking websites and social media channels for any updates.
All this will help your business keep track of industry developments. A finance virtual assistant can also monitor and check stock prices and portfolio performance. If you are a global business, they can worry about exchange rates for you and monitor economic indicators.
Who Needs a Financial Virtual Assistant?
She’s A Given can assist
Let She’s A Given guide you through this process and match you with the perfect virtual assistant. She’s A Given provides high-quality finance virtual assistants with the necessary skills and expertise to offer effective and reliable support to businesses. Schedule a Discovery Call and welcome more flexibility and time into your business life.
