Hire Virtual Assistants for Financial Advisors
How we boost productivity for Financial Advisors
Our Solution:
Managers and advisors spend 16 hours a week on administrative tasks. Meanwhile, the ranks of executive admins have shrunk by 40 percent. Firms that lack the time, expertise, and resources needed to build an administrative layer leverage our managed virtual assistant service.
Offload Administrative Tasks
Where does 16 hours per week go? Scheduling meetings, document prep, email triage, travel and expense management, CRM data management, and more
Support Internal Admins
Dedicated virtual assistants support your internal administrative assistants that are overwhelmed with growing workloads and finite resources
Seamless Growth
Your professional quickskill virtual assistants are supported by a team of managers and trained backup assistants that document your processes for growth and continuity
A Few of the Tools We Use
We will help you leverage your tech stack. We train assistants in productivity technology including calendar and email management, CRM/AMS management, travel and expense management, light bookkeeping. If we do not know it we will learn it. Our promise is that you do not have to change how you work.
Ways We Can Support You
Our service is fully customized to meet your needs. However, over the years, we have carefully refined the following core processes that most of the executive teams we work with utilize.
Document Preparation
Save your team’s time formatting account reviews, client reports, etc. Just give us the templates and content, and your assistants and we will take it from there
Contact Management
Virtual administrative assistants will keep all your team's contacts organized in a single CRM system, so you never struggle to find someone's information and it is always up to date
Calendar Management
Eliminate email ping pong for your executive team. Assistants schedule, confirm, and follow-up with meetings, and place important reminders on calendars
Research
Advisors do not need to spend hours gathering stock and fund performance info, market news and forecasts—your assistants do these tasks so advisors can focus on using data, not finding it
Sales Support
Your assistant can prospect for new business, build lists, launch email campaigns, and follow up on sales leads to free advisors to spend more time with clients and prospects
Inbox Triage
As your virtual assistant team learns your business, contacts, and priorities, they can manage your team’s inboxes and save hours each day sorting through messages
Our Best Practices
Here atquickskill quickskill we’ve used our decades of collective business experience to develop a collection of best practices that drive all of our interactions. Here are just a few of the ways we’ll ensure you get exceptional service.
Keep Contacts Organized and Up to Date
Advisors have contacts stored in a variety of places, including inboxes, calendars, CRMs, spreadsheets, etc. This makes it difficult to accurately keep track of people, network, send emails, and engage other outreach activities.
When you start working with quickskill, virtual assistants consolidate all contacts as you see fit. After that, they will ensure all your contact management systems are consistent and up to date.
Adopt Your Communication Preferences
When advisors are networking, meeting clients, and carrying out other responsibilities, they just reach out to virtual assistants using the communication channels they prefer—email, text, telephone, or chat.
Our assistants will use your messaging tools and respond to all requests within the hour, so your executives have easy access to support while they are on the go. Whenever they are not immediately available, your backup assistant will respond and ensure you get the support you need.
Research
Whether prospecting for sales, preparing reports, or generating planning documents and forecasts, our virtual assistants are experts at collecting research data based on your requirements and criteria. Your virtual assistant will carefully curate the information advisors need to stay well-informed and support business initiatives. Information we gather for our current clients includes:
- Competitor and partner research
- Market research and performance
- Portfolio performance
- Client activities
Security and Compliance
