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Valenta BPO Canada > Services > Financial Planning Assistants

Financial Advisor Assistants


Financial planning businesses have several tasks, to be executed on a day-to-day basis. Most practices are over burdened with these tasks, stressing their deadlines and the quality of deliverables. Our experienced financial advisor assistants can support you, by taking over several of these tasks. Our professional virtual assistants and financial planning administrators can assist you with various admin and implementation activities, annual reviews, issues related to customer service and general business administration.

Valenta’s Financial Advisor Assistant Services

Financial Advisor Support

  • Implementation of advice
  • Data entry into financial planning software
  • Forms processing
  • Transfers
  • Research
  • Collect data from client
  • Fee disclosure statements
  • Prepare meeting file notes
  • CRM management
  • Client account administration
  • Opening/closing accounts
  • Quarterly report preparation and emailing
  • Annual review preparations
  • Obtain clients holdings (fund balance, account start date, beneficiaries, fees and charges, etc.)
  • Liaising with clients to schedule appointments with advisors
  • Transcription of file notes / meeting notes

Management support

  • Business Reporting
  • CRM maintenance

Accounting/ Bookkeeping

  • Bookkeeping
  • Payroll
  • Insurance quotes
  • Billing and invoicing
  • Revenue management
  • Comparison reports to help assess the impact of various options

Why Valenta’s Financial Advisor Assistants

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The world’s Largest Team of Financial Administrators

We have the largest team of financial planning administrators, posted in various locations worldwide. This ensures clients of efficient service in the shortest possible time.

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A Virtual Extension of Your Team

With our large pool of resources, we are best poised to offer you professionals trained in your processes and practices, ensuring seamless functioning.

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Experience in the Latest Software and Tools

Our teams are trained periodically on the latest software, tools and processes, ensuring efficiency and accuracy.

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Award Winning Advisors

Our teams are led by award winning financial advisors, who have a combined experience of over 150 years. This results in timely execution and quick deliveries.

Our Process

Our Process | Valenta BPO Canada

Valenta Financial Advisor Assistant Pricing

Full Time

40 hours per week

$ 2,000 /per month

Part Time

20 hours per week

$ 1,000 /per month

Our Services

OUR BROCHURE Download the pdf file of latest update for this service.

Need Help ?

Please feel free to contact us and we will get back to you within 1-2 business hours. Or just call us now

877 289 6197


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