The Financial Services VA

Whether you operate your Financial Services business as a solo agent, team leader or the owner of your brokerage, closing more deals, increasing your GCI and scaling your business will require help.   Book your discussion today to explore how we can give you the support you need for any of the following roles:

Executive Assistant

For the busy team leader or brokerage owner, the Professional EA is the one person that will help you hold it all together day in and day out.

Marketing Coordinator

Your graphics specialist for logo designs, website & landing pages, marketing assets, video editing, social media calendars, funnel building, +++

Online Community Manager

Successful strategizing to engage your audience with professional content writing, paid ads, SEO, CRM & social media optimization, forums moderation +++

Leads Manager

Converting leads into qualified appointments on the calendar of your sales team is the heartbeat of every successful financial services enterprise 

Customer Service & Admin

Managing the database of existing clients and prospects to handle inquiries, communications and administrative duties is a never ending task

Fulfillment Specialist

The deal isn’t done until the paperwork is done. Let us engage with all relevant parties to ensure everything falls in place on time, every time.

Audit & Compliance Control

Financial services regulations require airtight compliance and a no-nonsense approach for accurately reporting and tracking all transactions.

Recruitment Specialist

Growing your business through recruitment will require support with sourcing and onboarding top-tier talent into your organization.

General Bookkeeping

Accurate and diligent record keeping is a necessity. We can help prepare your: balance sheets, income statements, P&L statements, tax forms, contracts, invoices, etc...

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