Indispensable Staffing Solutions for
Finance
Grow your pipeline & build the financial & investment planning business of your dreams with a Staffing Solution from VPLOY.
Boost Your Assets With a Financial Advisor Staffing Solution
VPLOY Staffing Solutions help financial organizations by generating leads, prequalifying contacts, gathering documentation, chasing signatures & nurturing your pipeline while you focus on closing deals – as well helping you schedule meetings, talking to clients, stay on top of your networking, and building the relationships that grow your revenue.
Virtual assistants save you time & money, increase your productivity, and help you focus on making money – and for an incredibly low price that you simply can’t match with in-house staff.
What a Finance Staffing Solution can do
Executive Tasks
- Schedule and manage the CEO’s calendar, including appointments, meetings, conferences, and important events
- Monitor and manage the CEO’s email inbox, responding to urgent messages and forwarding important correspondence. Draft and review emails on behalf of the CEO
- Serve as a communication liaison between the CEO and other company executives, staff members, clients, and stakeholders. Ensure effective communication flow within the organization
Administrative Support
- Provide administrative support to financial planners, preparing client meeting materials and organizing financial data
- Handle administrative tasks such as email management, phone calls, and appointment coordination
- Schedule and coordinate meetings, conference calls, and video conferences
Client Support
- Act as a point of contact for clients, addressing inquiries, scheduling meetings, and managing appointment calendars
- Guide new clients through the onboarding process, gathering necessary documentation and information
- Act as the main point of contact for clients, responding to inquiries via email, phone, or live chat
- Coordinate with the finance team to address billing-related concerns
Marketing Tasks
- Schedule and publish finance-related posts on various social media platforms to engage with the target audience.
- Manage email marketing campaigns, delivering valuable financial planning tips and updates.
- Create visually appealing financial infographics, social media graphics, and videos to enhance brand visibility.
- Engage with company clients and followers on social media and other platforms.
Related services
Administrative
Sales Development
Customer Service
Get Started
Hire an Ecommerce Staffing Solution with VPLOY today.
1
Book a personalized strategy session
2
Co-create your success plan
3
Get indispensable talent & resources
What Our Clients Are Saying
“I was nervous about hiring my 1st Staffing Solution but VPLOY came highly recommended and I could not be more pleased. It’s been a short period of transitioning but I find myself with more time now, which I know in the long run is going to pay off huge dividends as I continue to build my business. I love the fact that I have a coach in conjunction with my Staffing Solution that keeps us both on the right path to success for us all!”
“Our Staffing Solution is a very important part of our business does a phenomenal job! She will learn anything we ask and doesn’t hesitate to self-inititate when necessary. Daniel Ramsey has done a fabulous job putting together the best of the best – We couldn’t be happier!!”
“Our Staffing Solutions are punctual, detailed, consistent, give us superlative work and are an important part of our team. This lets us increase business, frees up agents to go out on appointments and sell homes. We could not be more pleased with the level of work we receive from our staffing solution team members!”
“(Our) Staffing Solution in the property management side focuses on contracts, credit checks, application verifications, repair coordination, tenant/appointment viewings and vendors— she speaks really well and connects nicely with our tenants and property managers!”
“We hired our original Staffing Solution and quickly expanded to 3 — we’re rocking phone calls, hitting 250-350 a day outbound! They’re talking to our candidates, screening them, getting them through the process of enrollment and generating revenue for us, big time! Each of them could replace 3 people for me.”
“VPLOY adds so much value – they don’t just provide the people, they train them! When you add a VPLOY staffing solution to your sales team, that’s how people like me grow from being a nobody back in 2007 to making over $10 million in GCI last year.”
“Our agency goes hand-in-hand with our property inspections since we cater mainly to them but we’ve worked with other service industries. Our Staffing Solutions handle two aspects: social media, helping them with posts, designs and content; and marketing, activating campaigns and maintaining them in automation sequences. They’re incredible!”
“With my Staffing Solution, I can reduce the costs and open up more revenue which I can give back to more clients with a better customer experience. My Staffing Solution helps me build and market my brand over social media channels, edit my content and deliver them to the right audience—depending on which aspect of my businesses and personal life.”
“VPLOY is where you’ll find real estate trained Staffing Solutions that can do everything that an assistant can do for you, except physically picking up a lockbox or paperwork, because they’re located remotely in the Philippines. They work the hours you want, in the timezone you’re in – and when you hire them for 8 hours a day, they actually work a full 8 hours a day – without the meetings, calls, bathroom breaks & everything else. They work, work, work, which is why they get so much done.”
“We’re getting 150% of what we used to get and it’s less than half the cost of a really good recruiter. It’s turned out to be very, very good — the outcomes can’t be argued with!”
“I would highly recommend VPLOY for any of your Staffing Solution needs. They were able to screen several Staffing Solution candidates for the position that we needed and provided a high-quality candidate within 48 hours that currently exceeds our expectations.”
“Once I realized that I needed help in order for my business to grow, I contacted VPLOY and the whole process was very smooth. I sent them a list of duties that I needed the assistant to perform. They matched my needs with a couple of candidates. I interviewed them, and then made my decision who to work with. Now, my database is organized, we set up my campaigns, and all my online presence and data research is take care of. I am very happy with the services and the results I realized. Best investment I made this year!”
“I switched to an outsource Staffing Solution about two years ago. I find they are more efficient than those in the USA because they don’t have all the distractions. They work very hard. VPLOY is great about giving support and making my billing easy. They are always trying to help with the training of my Staffing Solutions.”
“We have two people, we brought on within a week of each other. They’re in two different parts of our business: one is on the sales side, one is on the support side, so we got to see kind of both of those in action — they also folded in our culture so easily!”
“VPLOY is the best company out there. Hiring a Staffing Solution is tough and finding a good one is almost impossible it seems sometimes. With VPLOY’s strict standards and pre-screening you truly just have to find a fit for your company because the rest of the screening has been done for you”
Helpful Resources
Frequently Asked Questions
Ready to scale?
Find a virtual professional that meets your unique business needs and save up to 70% on hiring costs today.
