Virtual Assistant For Financial Advisors

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?

Yes, that’s me!

Virtual Assistant For Financial Advisors

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.

Virtual Assistant For Financial AdvisorsWe 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.

Things are always happening at RemSource!

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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For people with more tasks than time