Your clients pay for your advice, and the paperwork gets in the way of giving it. A virtual assistant handles meeting prep and client service tasks, so you can spend more time with them.
Virtual Assistant gives financial advisors, RIAs and wealth management firms a dedicated virtual assistant from $240 a month. You choose the role and the hours, and a US account manager matches you within 1 to 3 business days.
The problem a virtual assistant solves
Advisors spend a lot of time on meeting preparation, CRM notes and scheduling reviews. Those tasks matter, yet they take time from client relationships and new business, especially for a small practice without support staff.
What a normal week looks like with an assistant
Your assistant schedules reviews, prepares meeting packets from data you provide, records notes in your CRM and sends follow-ups. They also keep your newsletter going and organize compliance files for your review.
The work to hand off first
- Client review meeting scheduling and prep
- CRM notes and follow-up tasks
- Account paperwork and e-signature tracking
- Newsletter and client communication drafts
- Prospect follow-up and seminar sign-ups
- Calendar and inbox management
Your assistant already knows or will learn your tools, including Redtail, Wealthbox, Salesforce, Calendly, DocuSign. See more on our page for virtual assistants for financial advisors and wealth managers.
Which assistant to hire
Executive Assistant
An executive assistant protects your calendar, prepares client meetings and handles follow-up.
You walk into every meeting ready. A short brief with the people, the context and the open items is waiting for you before each call.
- Screen meeting requests against your priorities
- Organize board, investor and client meeting logistics
- Keep your inbox clear and flag what is truly urgent
- Submit expense reports and match receipts
Executive assistant packages start at $320 a month for 20 hours. Hire an executive assistant for your business.
Administrative Assistant
An administrative assistant keeps your CRM, paperwork and client documents organized.
Nothing depends on your memory. Every recurring job goes on a written checklist, so it still gets done in your busiest weeks.
- Follow up with people who have not replied
- Book meetings, send invites and handle reschedules
- Organize Google Drive, Dropbox or SharePoint with clear folders and names
- Chase unpaid invoices with polite reminders
Administrative assistant packages start at $240 a month for 20 hours. Hire an administrative assistant for your business.
Digital Marketing Assistant
A digital marketing assistant runs your newsletter and seminars, with your compliance review before anything goes out.
Campaigns go out on schedule. Emails, blog posts and updates stop slipping, because someone owns them every week.
- Build newsletters in Mailchimp, Klaviyo or HubSpot
- Format and upload blog posts in WordPress or Webflow
- Update landing pages and offers
- Produce reports from Google Analytics
Digital marketing assistant packages start at $300 a month for 20 hours. Hire a digital marketing assistant for your business.
What stays with you
Investment advice stays with you. Your firm remains responsible for compliance review and for what your assistant is permitted to access.
What it costs for financial advisors and wealth managers
You pay the same clear price wherever you are, and you see the exact total before you order. Skilled VA prices for the roles above:
- Executive Assistant: $320 for 20 hours, $608 for 40 hours or $1,152 for 80 hours a month
- Administrative Assistant: $240 for 20 hours, $456 for 40 hours or $864 for 80 hours a month
- Digital Marketing Assistant: $300 for 20 hours, $570 for 40 hours or $1,080 for 80 hours a month
Senior Specialists, with 5+ years in the field, cost 35% more. US-Based Specialists, who live and work in the United States, cost 90% more. If you would rather not commit to a monthly package, pay-as-you-go hours start at $14.40 an hour and stay valid for 90 days.
Why hire your assistant from Virtual Assistant
Your assistant works remotely and keeps the business hours of your time zone. You get a person who learns your business, with a team behind them when something needs fixing.
- Built for confidential work: An NDA, separate logins and a secure vault protect your board, investor and personal information.
- Easy to start small: Begin with the inbox and calendar on 20 hours a month, then add more as you see what can come off your plate.
- Your budget stays yours: You remain the account owner, and campaigns run inside the budgets and targets you approve.
- NDA and secure access: Every assistant signs an NDA, and logins go through a secure vault, never by email.
- A dedicated assistant: You work with one person who learns your business, not whoever is free in a shared pool.
- Start in 1 to 3 business days: Most clients are matched within 1 to 3 business days of payment, or within 24 hours with rush onboarding.
A virtual assistant or an in-house hire?
An in-house hire makes sense when the job needs someone physically on site. For work done on a screen or a phone, a virtual assistant usually costs far less, because you pay only for working hours, with no recruiting, desk, equipment or payroll taxes to arrange. You can also start with 20 hours a month and grow, instead of committing to a full-time salary before you know how much work there is.
How to get started this week
- Build your package: choose a role, your hours and an experience level, and see your price straight away
- Pay your itemized invoice by card or crypto
- Your US account manager matches you within 1 to 3 business days and runs your kickoff call
- Your assistant starts on a written checklist of your first tasks for your business