Financial Services Virtual Assistant

A virtual assistant is an administrative professional who works remotely for a client or set of clients, handling appointment setting, inbound and outbound phone calls, scheduling, travel arrangements, email, typing, light bookkeeping, and more. Virtual assistants may be used by both small businesses and large corporations.

A virtual assistant provides services that are administrative in nature. As such, they offer entrepreneurs, start-ups, small businesses, and large corporations a flexible, capable resource who can handle tasks that are important but do not require the attention of the person being assisted. A virtual assistant can be a local resource as well as a resource located halfway around the world.

Depending on the nature of the company or the position, virtual assistants may handle different duties than those described above. Duties will be determined by the client or company hiring the virtual assistant and may include a wide variety of responsibilities.

Above all, a virtual assistant should be proactive and a self-starter. They should also be tech savvy, demonstrating a high comfort level with connecting and communicating via email and video, as well as with using popular office-related software. Some virtual assistants may have higher-level education, such as a certification from a trade school or a degree from an accredited university. Regardless, ensuring your virtual assistant is capable and a good fit for your specific requirements is the first step in a good virtual assistant-client match.