Virtual Assistant for Financial Advisors
Administrative work takes time away from clients and planning. Berry Virtual helps financial advisors add remote support for client service and back-office work so their teams can focus on advice and growth.
$0 until you hire | No contract lock-in
500+ Active Assistants Supporting 250+ Businesses
Berry Virtual supports founders, sales teams, and operations leaders who need reliable virtual assistants without the risk of hiring unproven freelancers.
Where Financial Advisors Lose Time
As an advisory practice grows, admin work can take up more of the team’s time. This can affect client service and make daily operations harder to manage.
Admin Work Cuts Into Client Time
Scheduling and paperwork can pull advisors away from client conversations.
Client Follow-Up Falls Behind
When admin work piles up, CRM updates and open tasks get delayed.
Meeting Prep Stays Too Manual
More client meetings also mean more files, forms, and follow-up tasks to manage.
Growth Adds More Back-Office Work
As the client base grows, the team has more admin work to handle each day.
How Can a Virtual Assistant Help Financial Advisors
Berry Virtual provides trained virtual assistants who work as an extension of financial advisory firms and their teams. Their typical responsibilities include:
Client Onboarding & Account Support
Keep onboarding and account paperwork moving without adding more work to your advisors.
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CRM & Prospect Management
Keep client records current so your team has the information it needs.
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Research & Reporting Support
Research competitors and prepare organized reports for the advisory team.
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Practice Administration
Manage scheduling and keep routine back-office work moving so your team can stay focused on clients.
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Find a Virtual Assistant Who Knows Your Financial Advisor Tools
Find a Virtual Assistant Who Knows Your Financial Advisor Tools Our virtual assistants can support popular financial advisor platforms like Redtail CRM, Wealthbox, eMoney, and Orion. Tell us which systems your practice uses, and we’ll match you with candidates familiar with those tools.
What to Look for in a Virtual Assistant for Financial Advisors
Look for someone who can follow your processes, handle client information with care and keep routine work moving without constant direction.
Financial Services Knowledge
Client Onboarding Experience
CRM
Experience
Experience
Meeting Support Experience
Bookkeeping Experience
Compliance
Awareness
Awareness
Confidentiality & Data Handling
You Stay in Control
of Client Access
Your firm sets the rules for how your virtual assistant works with client information. Berry Virtual is SOC 2 compliant, and every assignment follows a defined setup for access, approvals, and secure workflows:
This keeps routine work moving while your firm keeps full control over client data.
01
Your assistant gets their own login. No shared passwords.
02
You choose which systems and records they can access.
03
You can change or remove access at any time.
04
Virtual assistants sign NDAs before handling sensitive information.
05
Berry Virtual provides a platform to monitor work activity and performance.
It’s Easy to Add Support to Your Advisory Practice
Berry Virtual helps financial advisors find the right virtual talent to delegate the work they need.
Tell Us What You Need
Share the work taking time away from your team. We’ll help define the role and level of support you need.
Meet Matched Candidates
Review candidates matched to your needs. Interview them and choose the best fit for your practice.
Onboard & Delegate
Set up access and workflows with your selected assistant. Then start delegating the recurring work.
Pricing for Financial Advisor Support
Choose the type of support your advisory practice needs and compare the estimated cost with an in-house employee.
Financial Advisor Virtual Assistant
Get dedicated virtual support without the overhead of hiring in-house.
Starting at
$10/hr
Full-time or part-time virtual staffing
Candidate matching based on your needs
Sales Assistant and SDR support available
Interview candidates before hiring
HR & payroll handled for you
Onboarding and contracting support
Platform access for performance
Flexible staffing with no long-term contracts12
Estimate Your Staffing Cost Savings
Compare the estimated cost of an in-house hire with virtual staffing. Adjust the rates, hours, and overhead to match your business.
Request a tailored cost analysis.
Frequently Asked Questions
What can a virtual assistant for financial advisors help with?
Which Berry Virtual roles can support a financial advisory practice?
Can a virtual assistant work in our CRM and other financial systems?
Can our virtual assistant work during our business hours?
What should we delegate first?
Can we interview candidates before choosing?
How do I know whether I need an Executive Assistant, Sales Assistant or SDR?
What can a virtual assistant for financial advisors do?
Spend More Time With Clients. Delegate the Admin Work
Tell us which work is taking time away from your advisory team. Berry Virtual can help you identify the right role and review matched candidates for your practice.
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