Finance & Wealth

A good virtual assistant is worth their weight in gold. If you’re trying to grow your business, you need to focus 100% of your time on key activities to generate that growth. Your virtual assistant can focus on keeping things organized behind the scenes.
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A real human assistant

We match you with a virtual assistant who will become part of every day team.

Backup assistants

We also assign you a backup team — think of it as an understudy — ready to jump in if your virtual assistant is unavailable.

Delegate via email and text

Nothing complicated here. You and your assistant communicate however works easiest for you.
*Plus, if your virtual assistant under-delivers, we’ll credit the time used back to your account and will switch you to another virtual assistant to do the job right. With Delegated, you have nothing to lose.

A few examples of 
how we've helped finance professionals

Answer Inbound Calls and Screen Potential Clients

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.

  • CRM Management / Data Entry
  • Reception

Provide Back Office Support

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. 

  • Track the status of the new account transfer, or account maintenance request
  • Follow up as needed
  • Reception
  • Light Accounting / Bookkeeping 
  • Prepare Accounting Reports 
  • Organize receipts for expense reporting

Documenting Processes, Procedures and Workflow

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. 

  • Process Creation & Documentation
  • Cloud Data Organization

Marketing Support and Social Media Management

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. 

  • Scheduling social media posts
  • Engaging with the firm's online community
  • Help create and manage long-term marketing strategy

Start growing your business and reducing overhead with Delegated

1. Meet your assistant


We’ll ask you some questions to match you with one our virtual assistants as well as a backup assistant.

2. Create a workflow


Our platform gives you the power to create a workflow that fits your lifestyle. You choose how to track time, communicate, and share files with your assistant.

3. Start delegating


You have access to your virtual assistant 8am-5pm your local time. Start delegating tasks and grow as you need.
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FAQs

Who will I be working with?

If you decide to hire a Delegated virtual assistant, you will be working with a professional, U.S. based assistant exclusively. That means you can create a long-term relationship with someone who is highly qualified, trained, and knowledgeable across all of your preferences.

Do I get a dedicated assistant?

Absolutely. At Delegated, we don't outsource overseas or share tasks. With over a decade in the industry, we've pioneered and perfected the one to one dedicated assistant model. You'll have the opportunity to interview your virtual assistant and switch as your needs change.

What tasks can you do?

Our virtual assistants focus primarily on three categories of support. Front end, back end, and personal. Front end includes scheduling, calendaring, receptionist and coordination support. Back end includes data entry, processes, organization, proofreading and more. Personal of course is travel, family, home and more.

What work can't you do?

There are primarily four things that we cannot provide our clients: anything requiring a professional license, running physical errands, providing artistic, design or creative work and finally any sort of impersonation, such as outbound sales calls.

What are hours?

Every plan we offer includes a certain amount of time that your virtual assistant will work on your account. Every 30 days, that time in hours, is replenished. Any unused time will roll over for 30 days. You can add time a la carte at any time. You can also upgrade at any time. Downgrades take place at the next renewal.

How about security?

At Delegated we utilize state of the art 128 bit SSL encryption with proprietary technologies that are utilized by Fortune100 companies. Our staff is college educated, exclusively US based and endure a 9-point check resulting in a 2% hire rate. We  can send you an NDA and we are also happy to review an NDA you'd like to share with us.

What if I'm not satisfied?

We stand by our quality and we offer a 14 day money-back guarantee. Plus, if you're not pleased with the quality of any request response, we will return the time, simple. 100% guarantee across the board, no questions asked.

How we compare?

Unlike other virtual assistant companies, Delegated only uses full time W-2 Employees to provide you with support. We never outsource overseas, and we’re lucky to have really friendly and smart team members backed by proprietary software.

How can I track time?

Once you sign up, you'll have access to your Dashboard. You can view all time deductions, trends and generate reports. You can also submit tasks and build out numerous preferences. From a window to an aisle seat, or texting versus calls, customize your experience.

What else should I ask?

No two clients are the same, and we like that. Working with Delegated truly means a customized experience. We're open to adopting and learning new requirements that you may have, just let us know how we can help.
Do you have more questions?  Contact us.

Loved by top companies and entrepreneurs

Gary March
“I started out thinking this was going to just be a quick research project, but the more I dug in with my DAM the more things I realized they could do. I have Delegated handling my calls, appointments, travel.”
Beats By Dre
"We actually updated our HR employee enrollment process to include Delegated as part of employee orientation. Every Beats by Dre employee received 1 hour of service to support their work life balance."
Hulu
"Delegated has helped us quickly to provide ongoing support for our growing team. They were incredible when it came time to move our HQ to a new location - providing reliable and consistent support."
See case studies here.

See how we can help...

Property Management

Hiring a virtual assistant is a cost-effective way to expand your property management company’s capabilities. With a virtual assistant, you’re free from the worries of other overhead costs or offering benefits. With trusted VAs in place, you are able to find time for the things that matter most in life.
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Motivational & Public Speakers

A virtual assistant can perform the tasks that are essential to building your speaking career. Delegating tasks to your virtual assistant gives you more time for writing and preparing for speaking events, networking, brainstorming, and the freedom to grow and enjoy your business.
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Sports Agents

As a sports agent, you’re responsible for managing your clients' business and legal affairs, negotiating on behalf of your clients, and managing marketing and promotion activities. Let your virtual assistant
worry about the day-to-day activities to free you up to handle your clients.
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Social Media Influencers

Promoting your brand and engaging with customers and prospects on social media sites is a 24/7 job. You may feel that you can manage all your social media channels and responsibilities on your own, but throughout the day, your audience is continuing to talk about your brand. With the help of a virtual assistant, you can keep on top of things and grow your business and brand.
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Chefs/Restaurants

Hiring a virtual assistant can help you improve your customer service as well as your daily operations.  As a restaurateur, your focus should be on providing exceptional dining experiences to your patrons. A  virtual assistant can provide the support you need and allow you to stop worrying about back office tasks and enjoy running your restaurant.
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Talent Agencies

You bend over backwards to ensure your clients are supported and happy. Let your virtual assistant make you feel supported by keeping track of the details, prioritizing your calls, and acting as a gatekeeper so you can be productive and grow your business.
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Authors

As an author, there’s more to your day than just writing and publishing a book. Your virtual assistant can help you spend less time on the business side of being an author and more time writing your next book. Let your virtual assistant handle the behind-the-scenes work – getting books out to reviewers, sending and tracking blurb requests, creating a regular email newsletter, and so on – all those time-consuming tasks can be delegated to your virtual assistant.
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Arts/Entertainment

Without a virtual assistant to lend a hand, your entertainment business may grow out of control with all the items on your to-do list. Between paperwork, coordinating travel, and scheduling, it may be time to consider hiring a virtual assistant to help take some of the weight off your shoulders.
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Mortgage Brokers

Time is money and there isn’t always enough time or money to go around. A virtual assistant can help. Free up some of your time by delegating tasks to your virtual assistant to ensure meetings are managed, reports and financials are updated, and that the rest of your team is apprised of status updates.
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