Elevate your business with the premier virtual assistant company

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  • Serving 7500+ clients with 800+ 5-star reviews
  • Longest-running virtual assistant company
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Enhance Your Assets With a Financial Advisor Virtual Assistant

Ideal Teams virtual assistants support financial organizations by generating leads, prequalifying contacts, collecting documentation, securing signatures, and nurturing your pipeline. This allows you to concentrate on closing deals, scheduling meetings, interacting with clients, staying connected in your network, and fostering relationships that boost your revenue.

Our virtual assistants save you time and money, enhance productivity, and enable you to focus on revenue generation—all at an exceptionally competitive price that surpasses the cost of in-house staff.

Benefits of a Finance Virtual Assistant


  • Executive Tasks
  • Admin Support
  • Customer Service
  • Marketing


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


  • 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


The Avatar

Describes the ideal candidate that will fill that position in your business based on practice culture, cutting-edge assessment tools, and your business goals. Matching your new team member with this Avatar is one of the most important aspects of hiring.

The Search

You don’t need to stress sourcing candidates for your business. We use big data, artificial intelligence, and our database to source top candidates based on your Avatar for you. The days of posting a half-baked job posting on a local chiropractic association page and generating high-quality candidates for your opening are over.

The Placement

Ideal Team has the process of hiring the right team member to a science. Relying on your guy or guesswork to fill an open position quickly often leads to high turnover, stress, and wasted time. We can help you find the ideal person for your business that can help take your business to the next level.

Bring our Virtual Assistant on Board

Schedule Your Call
We Learn Your Job
Weekly Check

See What Our Clients are Saying

“Ideal Team gave me the tools to make meaningful decisions when hiring my valuable assets, my employees. It’s remarkably simple and incredibly powerful.”

Lawrence Montoya

“Our first hire is going on three years with our office and just received a promotion.”

Dr. Brian Dahmer

“These guys will help you get the right people on the bus for massive alignment equaling massive business growth. Once you use Ideal Team, you will never use another agency again!”

Paul Reed

“Kathia is the best recruiter we have ever worked with. She always take greate care of us!”

Dr. Brian Anderson

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Discover a virtual professional tailored to your unique business requirements and enjoy savings of up to 70% on hiring costs today.

Frequently Asked Questions


A financial virtual assistant is a remote professional specializing in tasks like bookkeeping, invoice processing, expense tracking, financial reporting, and payroll assistance to support businesses.

A Ideal Teams virtual assistant is proficient in finance systems like QuickBooks, Xero, FreshBooks, Wave Accounting, and other accounting software. They assist with tasks such as data entry, expense tracking, invoicing, reconciliation, and generating financial reports, ensuring businesses maintain organized and accurate financial records.

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