Valenta BPO Canada > Outsourcing > Financial Planning Assistants

Financial Advisor Assistants

Enhance your operational efficiencies, processes and compliance

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?

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.

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.

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.

Experience in the Latest Software and Tools

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

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.

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.

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.

Experience in the Latest Software and Tools

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

Peace of Mind with Valenta BPO

24x7 Support

We have a global presence with offices in Australia, UK, and US, backed by well-staffed delivery centres in Bangalore, Vizag, Ahmadabad and Mohali in India, and Penang in Malaysia enabling us to support you 24×7.

Local Consultants

We have a team of Local Consultants in the US who will provide the support and guidance you need to improve your business efficiencies and drive growth. Having a strong local presence allows us to provide the best business solutions for you as we understand the local business landscape.

Up to 60% Cost Saving

On average, our Valenta BPO clients' report a cost saving of up to 60% by outsourcing key services. Furthermore, recent survey's show that our client's do not believe they are compromising on the quality of outcomes, and are achieving business growth faster than otherwise would be possible.

Flexible Engagements

We design solutions to meet specific client requirements and offer flexible engagement models. Our resources can be engaged full-time, part-time, or on a transactional basis.

What do our client's say?

  • Since engaging Valenta, we’ve been able to take on a much higher work load. We’ve been able to bring someone into the team for a lower cost, but without compromising on that quality of work. Outsourcing has been a great solution compared to hiring somebody locally. It’s a lot more cost effective and it’s easy to do.

    Natalie Gillies and Clare Harding
    Arthur J Gallagher
  • Valenta has been great, because it allows us to expand and contract our operations, depending on the time of the year, very effortlessly and inexpensively. It’s allowed us to make decisions that we know we can scale quickly on because we know that Jayesh and the Valenta team will be there for us.

    John Pollock
    Financial Gravity

Valenta's Financial Advisor Assistant Pricing

Full Time

40 Hours Per Week

$2,000/per month

Part Time

20 Hours Per Week

$1,000/per month

Customized Financial Advisor Solutions

Resources based on project needs

Software Expertise

Book Free Financial Advisor Consultation

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