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Our Virtual Administrators are trained to streamline your business processes. Here's how we can assist you.
Administrative Support
Handle daily admin tasks so you can focus on your core business and engage more with clients.
Data Entry
Summarise client details, set files and add data to the financial planning software.
Data Management in CRM Systems
Maintain up-to-date client and prospect contact information and interaction records.
Comprehensive Research
Conduct risk research, needs analysis, and detailed fact-finding.
Client Engagement
Send newsletters, email follow-ups, update clients on their financial status, and handle document requests.
Forms Preparation and Implementation
Prepare and implement essential forms such as claim forms, AML/FSC form, ATO/Centrelink forms, etc.
Docs Submission and Follow-Up
Submit forms and follow up on applications, insurance, underwriting, etc.
Insurance Requests
Prepare insurance alteration requests, generate insurance quotes, and establish insurance.
We offer flexible VA solutions tailored to your needs:
PART-TIME VA
FULL-TIME VA
80 hours per month
Keep your operations running smoothly with an extra set of expert hands when you need them.
160 hours per month
Reliable support that lets you focus on growing your business while we handle the details.
BENEFITS OF OUTSOURCING
Reduce Labor Costs
Reduce Training Costs
Increase Efficiency
Access to Specialised Skills
Excellent English Skills
Highly Trained Professionals
High Quality Performance
Cost-Effective Support