Hire a Financial Advisor Virtual Assistant to Grow Your Practice
Financial advisors spend 60% of their time on paperwork instead of meeting with clients. A financial advisor virtual assistant handles the regulatory documentation and administrative tasks that keep your practice compliant while you focus on building client relationships.
What can a financial advisor virtual assistant do for me?
A financial advisor virtual assistant understands the unique demands of financial services. They know FINRA requirements, understand suitability documentation, and can navigate the compliance framework that trips up general administrative staff.
Here’s what they handle:
- Client Onboarding and Account Setup – They collect KYC documentation, process new account paperwork, and ensure all required forms are complete before accounts go live. Financial advisor VAs know which documents each custodian requires and can prevent the delays that frustrate new clients.
- Compliance Documentation and Filing – Your VA maintains client files according to regulatory standards, tracks required disclosures, and prepares documentation for compliance reviews. They understand record retention requirements that vary by document type and regulatory body.
- Investment Research and Report Preparation – They gather market data, compile performance reports, and prepare client review materials. Many financial advisor VAs become proficient with portfolio management software like Orion or Tamarac.
- Client Communication and Appointment Scheduling – Your VA handles routine client questions, schedules review meetings, and manages the follow-up that keeps clients engaged between major portfolio discussions.
- Prospecting and Lead Management – They qualify inbound leads, schedule initial consultations, and maintain your CRM system with accurate prospect information. Financial advisor VAs understand the sales process and can identify serious prospects.
- Marketing Support and Content Creation – Your VA creates newsletter content, manages social media compliance, and prepares educational materials that demonstrate your expertise to potential clients.
- Fee Billing and Administrative Tasks – They calculate quarterly fees, process billing adjustments, and handle the administrative work that ensures accurate client invoicing.
Most advisors find their VA enables them to take on 20-30% more clients within six months by freeing up time for actual financial planning work.
How does it work?
We Start With a Conversation About Your Practice, Not a Sales Pitch
Book a call with me and my team. Financial services is one of those sectors where getting the brief wrong at the start costs everyone a significant amount of time. So before we recruit anyone, we need to understand your practice structure, your custodian relationships, and honestly, where the paperwork is actually burying you. That’s what the first call is for.
We Find Someone Who Understands the Compliance Environment You Work In
Financial services admin is genuinely its own discipline and I recruit for it accordingly. What we’re looking for are people who already understand what working inside a regulated practice actually means day to day. We look at backgrounds carefully, shortlist two or three candidates, and you interview them yourself. You decide who you trust inside your practice. The whole process typically takes 7 to 14 days.
You Start Spending Your Time on the Work Only You Can Do
Your VA works from our fully managed office in Davao City, your hours, inside your systems and compliance frameworks from day one. Supervised, supported, and entirely focused on keeping your practice running cleanly in the background. Most advisers we work with find they can take on 20 to 30 percent more clients within six months, not because they’re working harder, but because they’ve stopped spending 60 percent of their week on paperwork.
Customers That Trust us
What’s Included with Your Dedicated VA?
✔ A full-time VA working from our secure office in the Philippines
✔ Fully managed HR, payroll, timekeeping, leave, and training
✔ Office equipment, IT support, and supervision
✔ The ability to scale or cancel with just one month’s notice
From just A$1,500/month — all inclusive.
Our Standard Full Time Package includes:
- 40 Hours per week
- Local number in ANY area code
- Full phone features & Call Transfer
- Unlimited incoming/outgoing calls
- Latest PC with Office Software
- High speed internet connection with backups
- Support of our Australian management
And just look at the additional support that you and your VA Receive at no additional charge.
- Professional IT support to keep everything running and virus free for your VA.
- Professional HR staff to find, support and retain your VA.
- Team Leader to support your VA, and make sure they are on-time and on task.
- In-House training.
- Team building and development days.
- Professional Payroll staff to pay your VA and all statutory obligations.
- 10 days paid leave + Public holidays and sick leave.
- Medical and Dental Insurance.
- Office space for your VA, including cubicle, chair, PC etc.
- VOIP telephone with Headset.
- Own phone line with unlimited incoming/outgoing calls.
- Office cleaning and amenities.
- All power and backup power.
- Participation in all our charitable support on your behalf.
Frequently Asked Questions
Is there a setup fee?
Can I get part-time support?
What happens if my VA is away?
How long does it take to get started?
How do we make sure our VA understands the compliance boundaries they're working within?
We map that out before anyone starts — which tasks your VA handles independently, which need flagging, and which stay with you. Compliance boundaries aren’t something to establish on the job. That conversation happens in the first week, not after something goes wrong.
Ready to Reclaim Your Time?
Let’s talk about your business goals—and whether a Virtual Done Well VA is the right fit.
Zero pressure. No lock-in. Just answers.
Want Us to Give You a Call Back?
Here at Virtual Done Well we support Businesses and Business owners all over the World. If you are struggling with your workload, or need extra professional support staff, reach out to Us now.