Hiring a virtual assistant to handle inbound call screening and prospective client inquiries can free up some of your valuable time. Your virtual assistant can help determine whether a prospective client would be a good fit for your firm, schedule meetings with clients, and add contacts and notes to your CRM.
Opening accounts and facilitating account transfers can take weeks or even months. With the right processes in place, the preparation of account applications and associated paperwork can be delegated to your virtual assistant, freeing up an enormous amount of time.
A virtual assistant can help in creating documentation for processes, procedures, and workflow. The more tasks you outsource to a virtual assistant, the more they can directly document tasks, while suggesting improvements to make things more efficient.
Maintaining an engaged audience online can be challenging for any business. A virtual assistant can help advisors manage content for their blog, website, or other channels.