Hire Virtual Assistants for Financial Advisors

How we boost productivity for Financial Services

Your Problem:

“There are not enough people coming into this industry, and this is not a geographic problem—it is industrywide,” FA Magazine reported. Firms respond by using virtual assistants to give existing advisors more time to focus on new and existing clients.

Virtual Assistant Services for Financial Advisors

Our Solution:

On average, you spend 16 hours a week on administrative tasks that take you away from your core work. Firms that lack the time, expertise, and resources to build an administrative layer leverage our managed virtual assistant service.

Offload Admin Work

Our dedicated virtual assistants can help financial advisors by scheduling meetings, prepping documents, triaging email, planning travel, Managing expenses, tackling your CRM, and more

Support Internal Admins

Our dedicated virtual assistants can support your internal administrative and executive assistants by tackling overflow, specialized, or overwhelming work so they can focus

Seamless Growth

When you hire Prialto virtual assistants, you get a dedicated assistant supported by a team of managers, backup assistants, internal documentations, and best practices built over 16 years

How Virtual Assistants Can Support Financial Advisors

Our virtual assistant services for financial advisors are fully customized to meet your needs. However, over the years, we have carefully refined the core processes that most of our executive teams utilize.

Document Preparation

Save your team’s time formatting account reviews, client reports, etc. Just give us the templates and content, 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

A Few of the Tools We Use

We'll help you maximize your tech stack. Prialto assistants are trained and embedded directly in your productivity technology. Our Engagement Managers will consult with you, create internal documentation, train your assistants, and monitor success so we can help you make the most of the tools you use.

Separation

Our Best Practices

At Prialto, 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.

Available on Your Channels

While advisors are busy networking, meeting clients, and carrying out other responsibilities, Prialto assistants are in contact on the channel of your choice—email, text, telephone, or chat.  

Our assistants are white-labeled and embedded in your messaging tools. They'll respond to your requests within the hour, giving you easy access to support while you're on the go. Whenever they are not immediately available, your backup assistant will respond and ensure you get the support you need. 

Virtual Assistant services for financial advisors-Adopt your communication preferences
Virtual Assistants for financial advisors-Keep contacts organized

The Data You Need, When You Need It

Advisors store contacts in various locations—inboxes, calendars, CRMs, and spreadsheets. This makes it challenging to track connections accurately, network, send emails, and engage in outreach activities.

Your Prialto virtual assistant can consolidate your contacts according to your preferences and priorities. Then, we'll keep your contact management systems consistent and up to date.

Your Research, Covered

Whether prospecting for sales, preparing reports, or generating planning documents and forecasts, our financial advisor 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 

Financial advisor virtual assistant-robust research
Virtual Assistants for Financial Advisors-security compliance

Security and Compliance

At Prialto, our virtual assistants are full-time employees who undergo rigorous background checks. They sign confidentiality and non-disclosure agreements and use Prialto equipment. We are SOC-2 Type 1 compliant and provide ongoing security training. We collaborate with all our financial advisor clients to ensure we meet all compliance and governance requirements.

Increase Your Team's Productivity

Book a Call