Virtual Assistants for
Financial Advisors

#list_menu ul li{ list-style-type: none; padding-bottom:2%;}a:focus{color:#33FF36;} .clickable-text.selected{border-left: 5px solid #33FF36!important; padding-left:20px; } .details{display:none;} .icon_header{display:inline-flex; align-items:center; column-gap:25px!important;} .icon_header img{border-radius:10px;}

Executive Tasks

---

• Schedule appointments, meetings and important events
• Manage emails, messages and forwarding important correspondence. Draft and review emails on behalf of the CEO
• Update communication between staffs, clients and stakeholders, ensuring smooth flow of information

Admin Support

---

• Offer assistance to financial planners by preparing client meeting materials and organizing financial data
• Manage administrative duties, including email, phone calls, and appointment coordination
• Organize and manage meetings, conference calls, and video conferences

Customer Service

---

• Serve as a client point of contact, addressing inquiries, scheduling meetings, and managing appointment calendars
• Facilitate new client onboarding, collecting required documentation and information
• Collaborate with the finance team to resolve billing-related concerns

Marketing

---

• Plan and post finance-related content on diverse social media platforms to connect with the target audience
• Administer email marketing campaigns, delivering valuable financial planning tips and updates
• Create appealing infographics, social media design, and videos to boost brand visibility

try { jQuery(function ($) { $(‘#click_div’).html(”); let lastClicked = null; $(‘.details’).hide(); var selectedDivId = ‘executive_tasks’; $(‘#’ + selectedDivId).show(); $(‘.clickable-text’).on(‘click’, function () { if (lastClicked !== null) { $(lastClicked).css(‘color’, ”).removeClass(‘selected’);} $(this).css(‘color’, ‘#33FF36’).addClass(‘selected’); lastClicked = this; $(‘.details’).hide(); var selectedDivId = $(this).text().toLowerCase().replace(/\s/g, ‘_’);
$(‘#’ + selectedDivId).show(); }); }); } catch (e) { console.warn(‘jQuery not loaded properly!’); }

.details{background-color: rgba(255, 255, 255, 0.2); padding:10%; border-radius:3%;} #primary .content-row h4 #white_heading{color:white;!important background-color:pink;}