Virtual Assistants for Financial Advisors
Catalyst Outsourcing provides specialised virtual assistant support for financial advisors, planners, and advisory practices. Your assistant handles the client admin, paraplanning support, and operations that pull you away from advice and relationships, so you can focus on clients and growing assets under management.
Client onboarding and administration
Your assistant prepares onboarding paperwork, gathers client documents, updates your CRM, and keeps client records accurate and compliant-ready.
Paraplanning and research support
Assistants prepare data, draft templates, compile research, and assemble the inputs your paraplanning and advice process needs, under your direction.
Scheduling and client communication
From booking reviews to following up on actions, your assistant keeps your calendar full of the right meetings and your clients informed between them.
Operations and reporting
Recurring reports, portfolio admin, and back-office tasks are handled consistently, so nothing slips during busy periods.
Running an insurance agency?
Frequently asked questions
Can a virtual assistant support paraplanning?
Yes. Assistants prepare data, templates, and research inputs to support your paraplanning process. They work under your direction and your firm's compliance rules.
Is client data handled securely?
Assistants work under signed confidentiality agreements with least-privilege access to your systems, and you can adjust or revoke access at any time.
How quickly can an advisor get support?
Most advisory practices are matched with a pre-vetted assistant and onboarded within two weeks.
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