Tasks Financial Advisors and Accounts Can Delegate to A Virtual Assistant

Zirtual has a wide variety of college-educated virtual assistants who have years of experience in supporting the work of financial advisors and accountants. Our virtual assistants are ready to assist you with everything from managing your busy schedule, to marketing compliance processes, to keeping your crowded inbox organized — so you only have to deal with making and managing your clients’ money.

Sound like the kind of team you want to work with?

Spend More Time Where It Counts

Financial advisors and accountants are often pulled in many different directions. From bringing in new business to managing existing accounts to administrative tasks, it can be a serious juggling act for you to give each one the attention it needs.

So why spend your expensive time on mundane and repetitive tasks that could easily be delegated to a virtual assistant? Focus your time doing the things that have the greatest impact on your business, and leave the rest to us.

Get Administrative Support

Not only do daily administrative tasks take a lot of time, not everyone is an expert at them. Our VAs have years of experience in inbox management, scheduling, travel booking, event planning, research, doc prep, data entry, and much more. Basically, if there’s an administrative task you hate, one of our VAs can take it off your hands.

You may not need to invest in a full-time, in-house administrative assistant, but with a virtual assistant you can pay only for the times you actually need them to be on. And that frees you up to go out and do what you do best, rather than spend all day staring at a computer screen.

Hand Over The Paperwork

Anything to do with money comes with a lot of paperwork. And since your job is all about money, we know that you spend hours and hours each week filling out basically the same forms, for different clients. It’s exhausting.

With a minimal amount of training, a virtual assistant can take care of the whole paperwork process for you. That means you have more time to seek out new clients and give your current clients the personalized attention they expect and deserve. Why spend so many hours per week on paperwork if you don’t have to?

Keep Growing

To keep your financial business growing and thriving, you need to have a strong online presence and stay on top of any potential leads that can come in from a variety of sources. According to Forbes, 85 percent of financial advisorsuse social media to drum up new business, to the tune of nearly $5 million in asset gain per year.

But social media takes up a lot of time. And, frankly, most people just aren’t that good at it. Your Zirtual assistant can manage and maintain your social media, follow up with leads, assist you with presentations, and order your marketing materials. Our VAs can help with social media and marketing and any other small business support services that your growing financial business needs.

The average salary for a personal assistant is $39K per year — and outsourcing to a social media management company can cost anywhere from $36K to over $200K — but a Zirtual virtual assistant is only around $4 to $16K per year. Hard to beat those numbers.

Boost Your Referrals

We know that so much of your business depends on referrals. And successful referrals depend on people being able to clearly communicate what you’re doing for them — but not everyone is a great writer and digital communicator. So we have virtual assistants who are skilled at writing and design who can help you craft the perfect, easily conveyable elevator pitch for what you do.

Your clients should be be your biggest champions and with a virtual assistant, you can help them be just that.

Stay In Touch

When potential clients reach out, they expect a speedy answer. And it’s all too easy to let voicemails and emails pile up. Have your Zirtual assistant check your voicemail and emails regularly throughout the day in order to make sure you never miss an important call. Once they get down all of the important info, they’ll send you the messages as an action item list that they can help you tackle.

You can also give your virtual assistant template messages for commonly asked questions or frequently requested information from clients. Then, those emails get responded to in record time without you even having to glance at them. It’s like having a one-person customer service team to take care of all of the questions that you simply don’t have time for.

As for your current clients, our administrative and executive virtual assistants know how to give a personal and personable touch to interacting with your clients. They’ll feel listened to, taken care of, and like they’re being treated with the utmost respect. Plus, having an assistant always makes a business looks more professional — and that never hurt.

Go Beyond The Office

With your busy schedule, who has time for a personal life? You’re working long hours, but success in your business doesn’t have to mean chaos at home!

Let your Zirtual assistant support you with tasks like scheduling a haircut, ordering your Mom flowers for her birthday, and paying your bills.

Have them remind you of special occasions and research fun destinations for your next family vacation. Let them order your groceries online and keep the family calendar on track.

Having your virtual assistant take care of both your work and personal schedules also ensures they already know not to book a showing during your daughter’s piano recital.

Who says you can’t have it all?

Put more time into what you do best

Meet the Zirtual Assistant who will support you


Don't just take our word for it.

Zirtual has simplified my life. Just recently I've had help with getting a visa for Russia, talking to real-estate brokers, booking hotels, researching SXSW events and even getting my shoes resoled.

Kulveer Taggar
Kulveer TaggarCEO & Co-founder, Egomotion Corp.

I've just had two of the most productive weeks I've had in years. Ben was perfectly matched to my temperament, and has been taking all the backlogged work off my plate and finishing it. I'm really impressed.

Steve Simitzis
Steve SimitzisCTO & Co-Founder, Let's Date

Now that I am so spoiled, I have no idea how I survived without a VA before. No joke. I am obsessed. Easily the best investment I've made so far.

Erica Wassinger
Erica WassingerManaging Principal, ERW Public Relations