Are you a small business owner struggling to keep up with the demands of your growing business?
Searching for a Virtual Assistant For Financial Advisors? Do you want to be able to give your clients high-end service and attention, but just can not seem to stay on top of the work load? Are you focusing too much time on back office responsibilities instead of on generating income?
We Offer Virtual Assistant For Financial Advisors. Our trained virtual assistants can take control of those procedures that keep you working in your business instead of on your business. Things like going back and forth about scheduling financial account review meetings and prospect meetings can bog you down, when you could let us handle the back office tasks and you handle the work your clients are paying you for! Call us today to learn how we can help you and free up your time for other tasks.
We are RemSource, your #VirtuallyAwesome back office workforce. We are a US-based agency operating from one primary office located in Baltimore, MD. We work virtually, but are an integrated part of the daily operations in your business office. Think about it like having a team of professional, competent and capable team members working from another location, taking over all the duties that are swallowing your precious revenue-generating time.
VA for Financial Advisors
As a company, you have a choice: You can either spend time creating sales revenue by handling your clients’ financial portfolios, or spend time resolving everyday office tasks. The solution seems pretty obvious, a Virtual Assistant For Financial Advisors. Keep the cogs moving effortlessly in the background by delegating to RemSource, and you can easily then focus on your fundamental business tasks. That’s what we like to call a win-win.
We enter into your operations in a very real, hands-on way. Our company makes it their top priority to stay on top of every detail there is to know about your company. This makes certain that your customers feel that they are dealing with a representative of your team who understands them, and can assist them with their needs.
We can handle the following types of tasks for financial advisors:
Scheduling meetings with potential clients who are thinking about giving you their portfolios to manage
Scheduling meetings with current clients who are due for quarterly or annual portfolio reviews
Professionally answering phone calls and emails using your branding, to provide a seamless experience
Using whichever CRM or customer database you currently have, managing contact updates and calendar systems in it
We can sign any document you need as a broker for us to work with you, and can have our staff members have fingerprints on file if required, for compliance and regulation purposes. Just discuss your needs with us so we can work with you to make it happen!
We have confidential and secure methods of communicating and handling the work you need done
And more! We can do any other back-office tasks you may need us to do for your financial services business
When you’re looking for
a Virtual Assistant For A Financial Advisor
call RemSource 1st.
Our office is always busy, all day every day. We’re constantly on top of each client’s tasks, doing whatever needs to be done to keep everything running smoothly and efficiently.
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What our Clients say
"I hired Azi's firm Remsource a year ago because I needed help with scheduling appointments. In my business the best use of my time is to be out networking, speaking, meeting with people and interacting with clients. Before working with Azi I would spend evenings emailing people to arrange future appointments. By hiring Azi's firm I easily saved 10 hours a week and freed up my evenings to focus on enjoyment and occasionally more productive work. I strongly recommend Azi to any small business owner who would appreciate the benefit of gaining time and focusing on higher value activities that will drive the growth of their company"
CEO, Susan Katz Advantage
"Azi and his team at Remsource are excellent! Remsource provides administrative support for my business, including appointment scheduling. I had no idea how much time their services would free me up to do what I do best- to serve my customers and grow the business. Not only are Azi and his team very competent, they are wonderful to deal with as well. I highly recommend Azi and his team for administrative support."
"Azi was a pleasure to work with. He quickly understood our organizational needs and was dedicated in meeting them. Azi worked with us to identify and streamline our processes, and created an individualized plan for our organization. Azi is focused, reliable, competent, and successful in getting the job done."
Associate at Miles & Stockbridge P.C.
"Azi provides incredibly timely service for my clients and is truly a pleasure to work with. His attention to detail always ensures a comprehensively accurate final product."