Financial Planning & Wealth Management Virtual Assistants — Hire a Filipino VA Who Supports Advisors, RIAs, and Wealth Management Firms
Financial advisors did not get into this business to spend half their day on data entry, compliance paperwork, and CRM updates. Yet that is exactly where the time goes. The average financial advisor spends only 32% of their workweek on client-facing activities — the rest disappears into administrative tasks, meeting preparation, portfolio reporting, and the relentless documentation that regulators demand. Every hour your advisor spends formatting a quarterly performance report or chasing a missing KYC document is an hour they are not building relationships, closing new clients, or delivering the strategic guidance that justifies their fees.
The math is brutal. A financial advisor generating $500,000 in annual revenue who reclaims just 10 hours per week of administrative time can redirect that capacity toward prospecting, deeper client engagement, and higher-value financial planning work. But hiring a local operations associate in a major US metro costs $55,000-$85,000 in salary alone — before benefits, office space, and training. For solo practitioners and small RIAs operating on tight margins, that overhead can be prohibitive.
VA Masters connects you with pre-vetted Filipino virtual assistants who specialize in financial planning and wealth management operations. These are not general administrative assistants learning finance terminology on the job. They are professionals trained in client onboarding workflows, portfolio reporting, compliance documentation, CRM management in platforms like Wealthbox and Redtail, and the operational cadence that keeps an advisory practice running smoothly. With 1,000+ VAs placed globally and a 6-stage recruitment process that includes finance-specific assessments, we deliver qualified candidates within 2 business days — at up to 80% cost savings compared to local hires.
What a Financial Planning & Wealth Management VA Does
A financial planning VA is a specialized operations professional who handles the administrative, operational, and documentation workload that surrounds financial advisory work. They do not give financial advice or make investment decisions — they manage the infrastructure that allows advisors to do those things efficiently and compliantly. Here is what their daily work looks like in practice.
Client Onboarding and Account Setup
New client onboarding is one of the most process-heavy tasks in financial advisory. Your VA manages the entire workflow — sending and tracking new account applications, collecting and organizing KYC (Know Your Customer) documents, verifying identity documentation, entering client data into your CRM and portfolio management systems, setting up custodial accounts, coordinating ACAT transfers, and ensuring every required form is signed and filed before the relationship officially begins. A well-run onboarding process sets the tone for the entire client relationship, and your VA ensures nothing falls through the cracks during those critical first weeks.
Portfolio Reporting and Performance Summaries
Clients expect regular updates on how their money is performing. Your VA pulls data from portfolio management platforms like Orion, Black Diamond, or Tamarac, formats performance reports with benchmark comparisons, prepares quarterly review presentations, and generates the specific views each client prefers — whether that is a high-level summary for a busy executive or a detailed holding-by-holding breakdown for a hands-on investor. They ensure reports are accurate, visually clean, and delivered on schedule so your advisors walk into every client meeting fully prepared.
Compliance Documentation and Regulatory Support
Financial advisory is one of the most heavily regulated industries in existence. Your VA maintains compliance files, tracks required disclosures, organizes ADV filings, prepares documentation for regulatory audits, monitors continuing education requirements, and ensures every client interaction that requires documentation is properly recorded. They work alongside your compliance officer or CCO to keep your firm audit-ready at all times — not scrambling to assemble documentation when the SEC or state regulator comes calling.
CRM Management and Data Hygiene
Your CRM is the central nervous system of your advisory practice, but it only works if the data inside it is accurate and current. Your VA manages contact records, logs meeting notes and client communications, updates life event triggers (birthdays, anniversaries, retirement dates), tracks referral sources, manages pipeline stages for prospects, and runs the workflows that keep your client communication cadence on track. They ensure every advisor on your team has a complete, up-to-date picture of every client relationship at their fingertips.
Meeting Preparation and Follow-Up
Before every client meeting, your VA prepares a briefing package — current portfolio performance, recent transactions, outstanding action items from the last meeting, relevant life events or milestones, and any market developments that affect the client's specific holdings or financial plan. After the meeting, they document action items, update the CRM with notes, send follow-up emails, initiate any paperwork the meeting generated, and schedule the next touchpoint. This preparation and follow-through is what transforms a good advisory practice into an exceptional one.
Financial Plan Data Entry and Modeling Support
Building a comprehensive financial plan requires entering substantial amounts of client data into planning software — income sources, expenses, assets, liabilities, insurance policies, Social Security projections, tax information, estate documents, and retirement goals. Your VA handles this data entry in platforms like MoneyGuidePro, eMoney Advisor, or RightCapital, freeing your advisors to focus on analyzing the results and having strategic conversations with clients rather than spending 45 minutes per plan on data input. They can also run scenario models based on parameters your advisor specifies — "show me what happens if they retire at 62 instead of 65" or "model a Roth conversion ladder starting next year."
Key Insight
The most successful advisory practices treat their VA not as a back-office afterthought but as an integral part of the client service team. When your VA handles onboarding, reporting, compliance, and meeting prep with precision, your clients experience a level of organizational excellence that builds trust and loyalty. They may never interact with your VA directly, but they feel the difference in every perfectly prepared meeting, every on-time report, and every seamless account transfer.
Key Skills to Look For in a Financial Planning VA
Financial planning and wealth management operations require a specific blend of financial literacy, technical proficiency, attention to detail, and confidentiality awareness. Here are the competencies that separate an effective financial planning VA from a general administrative assistant.
Client Onboarding and Account Administration
Your VA should understand the end-to-end onboarding workflow for different account types — individual and joint brokerage accounts, traditional and Roth IRAs, SEP-IRAs, 401(k) rollovers, trust accounts, custodial accounts, and entity accounts. They need to know which forms each custodian requires, how to coordinate asset transfers between institutions, and the documentation standards for different account registrations. Mistakes during onboarding create compliance issues and erode client confidence from day one.
Portfolio Reporting and Analytics
Your VA must be proficient in extracting data from portfolio management platforms and transforming it into client-ready reports. This means understanding asset allocation breakdowns, performance attribution, benchmark comparisons, fee reporting, realized and unrealized gains, and income summaries. They should be comfortable working with the reporting tools in Orion, Black Diamond, Tamarac, or Addepar, and able to create custom report templates that match your firm's branding and each client's preferred level of detail.
Financial Planning Software Proficiency
Data entry into planning software is not just typing numbers into fields. Your VA needs to understand financial concepts well enough to enter data correctly — knowing the difference between qualified and non-qualified accounts, understanding how Social Security claiming strategies affect projections, correctly modeling pension income, and inputting insurance policies with accurate benefit structures. Errors in planning software cascade through every projection, so accuracy in data entry is non-negotiable.
CRM Expertise (Wealthbox, Redtail, Salesforce)
Financial advisory CRMs are specialized tools with features designed for the industry — household management, custodial account linking, compliance tracking, workflow automation, and integration with portfolio management platforms. Your VA should be proficient in at least one major advisory CRM and understand how to leverage its automation features to maintain consistent client communication, track opportunity pipelines, and generate activity reports that keep advisors accountable to their service model.
Compliance Awareness and Confidentiality
Financial advisory VAs handle sensitive personal and financial information daily — Social Security numbers, account balances, tax returns, estate plans. Your VA must understand the importance of data security, follow your firm's information handling protocols, and maintain the level of confidentiality that clients and regulators expect. While they are not compliance officers, they need enough regulatory awareness to flag potential issues rather than unknowingly creating them.
Communication and Client Service Orientation
Even if your VA does not interact directly with clients, much of their work — email drafting, report preparation, scheduling coordination — shapes the client experience. They need excellent written English, professional communication skills, and the service orientation that makes clients feel valued and well-served. For practices where the VA does communicate directly with clients, strong phone and interpersonal skills become essential.
VA Masters tests every financial planning VA candidate with industry-specific assessments. Our evaluations include CRM data management exercises, portfolio report preparation from sample data, compliance documentation scenarios, and onboarding workflow simulations. We assess financial literacy, attention to detail, and the ability to work accurately with sensitive financial data — not just general administrative skills.
Use Cases by Practice Type
Financial planning VAs deliver value across every type of advisory practice. The specific tasks shift depending on your firm's size, service model, and client base, but the core value proposition remains the same — freeing advisors from operational overhead so they can focus on clients and growth.
Registered Investment Advisors (RIAs)
RIAs face the dual challenge of managing portfolios and maintaining fiduciary compliance. Your VA handles the operational side — processing new account paperwork, managing custodial relationships with Schwab, Fidelity, or Pershing, preparing quarterly performance reports, maintaining compliance files, and coordinating with third-party service providers. For fee-only RIAs, your VA can also manage billing workflows — calculating advisory fees based on AUM, generating invoices, reconciling fee debits, and producing fee disclosure reports. This operational support is particularly valuable for RIAs in the $100M-$500M AUM range, where the firm is large enough to need dedicated operations support but not yet large enough to justify a full local operations team. Working alongside your FP&A virtual assistant, your financial planning VA ensures both client-facing and internal financial operations run smoothly.
Independent Financial Advisors
Solo practitioners and small advisory teams face a unique challenge — they are the advisor, the operations manager, the compliance officer, and the business developer all at once. A VA transforms this equation by handling the vast majority of tasks that do not require the advisor's expertise. Your VA manages your calendar, prepares for every client meeting, handles all paperwork and account administration, keeps your CRM updated, and ensures your compliance documentation is always current. For independent advisors, a VA is not a luxury — it is the infrastructure that makes scaling from 50 clients to 150 clients possible without burning out.
Wealth Management Firms
Larger wealth management firms serving high-net-worth and ultra-high-net-worth clients demand a higher level of operational precision. Your VA supports the service team by preparing detailed client review packages that include investment performance, financial plan progress, estate planning status, tax strategy updates, and philanthropic activity summaries. They coordinate across multiple advisors, specialists, and external professionals — estate attorneys, CPAs, insurance agents — to ensure every aspect of the client's wealth management strategy moves forward in coordination. For firms managing $1B+ in AUM, multiple VAs can be deployed across different functions — one handling portfolio operations, another managing client communications, and a third supporting compliance and reporting.
Family Offices
Family offices manage complex, multi-generational wealth structures that span investments, real estate, private businesses, philanthropy, and lifestyle management. Your VA supports the family office team by tracking assets across multiple entities, maintaining consolidated financial statements, coordinating with the family's network of advisors and service providers, managing bill payment and cash flow operations, and documenting decisions and transactions for family governance records. The complexity and confidentiality requirements are higher than any other practice type, and the right VA becomes an indispensable member of the operations team. Complementing your financial controller VA, they ensure both high-level oversight and day-to-day operational execution remain seamless.
Insurance-Based Financial Planning Practices
Advisory practices that incorporate insurance products — life insurance, annuities, long-term care, disability — have additional operational complexity. Your VA manages insurance applications, tracks policy status and renewal dates, coordinates with insurance carriers, prepares illustrations for client meetings, and maintains the documentation required for insurance compliance. They can also support the financial planning process by entering insurance policy details into planning software and modeling different coverage scenarios.
Common Mistake
Do not hire a general VA and expect them to immediately understand the nuances of financial advisory operations. The difference between an IRA rollover and an IRA transfer matters. The distinction between advisory fees and commission-based compensation matters. The specific documentation requirements for different account types matter. A VA who enters data incorrectly because they do not understand these distinctions creates problems that take far longer to fix than getting the right hire from the start.
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Tools and Platforms
Financial planning and wealth management operations run on specialized software. Your VA works with the tools your practice already uses, and proficiency in these platforms is a core selection criterion during our recruitment process.
Wealthbox CRM
Wealthbox has become one of the most popular CRMs in the independent advisory space, prized for its clean interface, robust workflow automation, and strong integrations with custodial platforms and portfolio management systems. Your VA uses Wealthbox to manage contact records, track client interactions, run automated workflow sequences for onboarding and review cycles, manage the opportunity pipeline for prospects, and generate activity reports. They leverage Wealthbox's tagging and filtering system to segment clients by service tier, review schedule, or any other criteria your practice uses.
Redtail CRM
Redtail is the most widely adopted CRM in financial advisory, with deep integrations across the advisory technology ecosystem. Your VA manages contact and household records, builds and monitors workflows, tracks seminar and event attendance, logs compliance-required communications, and uses Redtail's reporting to keep advisors informed about their activity metrics and upcoming client touchpoints. They ensure Redtail's integration with your custodian, portfolio management platform, and financial planning software stays synchronized and data flows correctly between systems.
MoneyGuidePro
MoneyGuidePro is the most widely used financial planning software in the industry, known for its intuitive scenario modeling and client-friendly presentation format. Your VA enters client financial data — income, expenses, assets, liabilities, goals, insurance, and Social Security information — and runs the baseline plan. They can model multiple scenarios as directed by your advisor, generate presentation-ready reports, and update plans when client circumstances change. Accurate data entry in MoneyGuidePro is critical because every projection depends on the quality of the inputs.
eMoney Advisor
eMoney provides comprehensive financial planning with a client portal that gives clients real-time visibility into their entire financial picture. Your VA enters client data, manages the account aggregation that pulls in external accounts, prepares planning presentations, and maintains the accuracy of the client's financial dashboard. eMoney's advanced planning capabilities — including detailed tax projections, estate planning analysis, and Monte Carlo simulations — require precise data entry, and your VA ensures the underlying data supports accurate and reliable projections.
Orion Portfolio Solutions
Orion is a leading portfolio management and reporting platform used by thousands of advisory firms. Your VA pulls performance reports, generates client billing, reconciles accounts, monitors trading activity, and creates custom report packages for quarterly reviews. They navigate Orion's reporting engine to produce the specific views each client needs — whether that is a simple performance summary or a detailed attribution analysis showing exactly where returns came from.
Additional Tools
Depending on your practice's technology stack, your VA may also work with Black Diamond (reporting and rebalancing), Tamarac (portfolio management and CRM), RightCapital (financial planning), Riskalyze/Nitrogen (risk assessment), Holistiplan (tax planning), and document management systems like LaserApp, DocuSign, or Citrix ShareFile. Our recruitment process identifies candidates who match your specific technology requirements so there is minimal ramp-up time after hire.
Pro Tip
Before onboarding your VA, document your firm's standard workflows for the five most common processes — new client onboarding, quarterly review preparation, annual compliance review, account maintenance requests, and client communication cadence. Even simple checklists dramatically accelerate your VA's ramp-up time and ensure consistency from day one. Most advisory practices have these processes in their advisors' heads rather than written down, and the act of documenting them often reveals inefficiencies you can fix during the transition.
How to Hire a Financial Planning Virtual Assistant
Finding the right VA for your advisory practice requires evaluating both financial operations knowledge and the temperament for detail-oriented, confidential work. Here is how VA Masters makes the process straightforward.
Step 1: Define Your Practice's Operational Needs
Start by identifying where your time goes and what tasks could be delegated. Common starting points include client onboarding administration, meeting preparation, CRM maintenance, portfolio report generation, and compliance documentation. Document the tools your practice uses and the specific workflows your VA will own. The clearer your requirements, the better we can match you with a VA who has directly relevant experience.
Step 2: Schedule a Discovery Call
Book a free discovery call with our team. We discuss your practice's structure, client base, technology stack, compliance requirements, and the specific operational bottlenecks you want to solve. This helps us narrow our candidate pool to VAs who have supported similar advisory practices and know your tools.
Step 3: Review Pre-Vetted Candidates
Within 2 business days, we present 2-3 candidates who have passed our 6-stage recruitment process, including finance-specific assessments that evaluate CRM proficiency, financial data accuracy, and advisory operations knowledge. You review their profiles, experience summaries, and assessment results.
Step 4: Conduct Interviews
Interview your top candidates with a focus on their understanding of advisory operations. Ask them to walk through how they would handle a new client onboarding, what steps they would take to prepare for a quarterly review meeting, or how they would organize compliance documentation for an audit. These scenario-based questions reveal practical knowledge that resumes cannot show.
Step 5: Trial and Onboard
Start with a trial period focused on a specific set of tasks — perhaps managing your CRM for two weeks, preparing reports for your next round of quarterly reviews, or processing a batch of account paperwork. Give your VA access to your systems, share your documented workflows, and establish a daily check-in routine during the first week. VA Masters provides ongoing support throughout onboarding and beyond. Ready to get started? Contact our team to discuss your needs.
Start your VA with tasks that have clear right-and-wrong answers — data entry, report generation, document organization — before moving to more judgment-dependent work like client email drafting or meeting scheduling. This builds your confidence in their accuracy and their understanding of your practice's standards before the stakes increase. Most advisors find that within 30 days, their VA is handling tasks they never imagined delegating.
Cost and Pricing
Hiring a financial planning VA through VA Masters costs a fraction of what you would pay for a local operations associate, paraplanner, or client service administrator with equivalent capabilities. Our pricing is transparent — no hidden fees, no upfront payments, and no long-term contracts.
Compare this to the $55,000-$85,000 annual salary (plus benefits, office space, and training costs) for a local operations associate in a US metro area. That is up to 80% cost savings without sacrificing quality — our candidates pass finance-specific assessments that evaluate the same operational competencies you would test for in any local hire.
The ROI extends far beyond the direct cost savings. When your advisor reclaims 10-15 hours per week of administrative time and redirects it toward client acquisition and relationship deepening, the revenue impact dwarfs the VA's cost. An advisor who takes on five additional clients per quarter because they finally have the bandwidth — or who retains a $2M household that was considering leaving because they felt neglected — generates returns that make the VA's cost essentially invisible. For practices considering additional support with financial analysis and reporting, our accounting virtual assistants complement your financial planning VA perfectly.
Without a VA
- Advisors spending most of their time on administrative tasks instead of clients
- Paying $55,000-$85,000+ for a local operations associate
- Weeks of recruiting with no guarantee of financial services experience
- CRM data decaying because nobody has time to maintain it
- Quarterly reviews prepared the night before the meeting
With VA MASTERS
- Advisors reclaiming 10-15 hours per week for client-facing work
- Pre-vetted financial planning VAs at up to 80% cost savings
- Qualified candidates in 2 business days with finance-specific vetting
- CRM maintained daily with accurate, current client data
- Review packages prepared days in advance with complete briefing materials
Since working with VA Masters, my productivity as CTO at a fintech company has drastically improved. Hiring an Administrative QA Virtual Assistant has been a game-changer. They handle everything from detailed testing of our application to managing tasks in ClickUp, keeping our R&D team organized and on schedule. They also create clear documentation, ensuring our team and clients are always aligned.The biggest impact has been the proactive communication and initiative—they don’t just follow instructions but actively suggest improvements and catch issues before they escalate. I no longer have to worry about scheduling or follow-ups, which lets me focus on strategic decisions. It’s amazing how smoothly everything runs without the usual HR headaches.This has saved us significant costs compared to local hires while maintaining top-notch quality. I highly recommend this solution to any tech leader looking to scale efficiently.
Our 6-Stage Recruitment Process
VA Masters does not forward resumes from a job board. Our 6-stage recruitment process with AI-powered screening ensures that every financial planning VA candidate we present has been rigorously evaluated for both operational competence and professional reliability.
For financial planning and wealth management positions specifically, our technical assessment includes CRM management exercises where candidates must enter client data accurately, build workflow automations, and demonstrate proficiency with advisory-specific CRM features. We evaluate their ability to prepare portfolio performance reports from raw data, handle onboarding documentation workflows, and identify compliance-related issues in sample scenarios.
Every candidate also completes a financial literacy evaluation that tests their understanding of account types, investment terminology, compliance concepts, and the operational workflows specific to financial advisory practices. We verify that candidates can work accurately with sensitive financial data and understand the confidentiality standards the industry demands. This ensures you receive candidates who can contribute meaningfully from their first week — not generalists who will need months of financial services training.
Detailed Job Posting
Custom job description tailored to your specific needs and requirements.
Candidate Collection
1,000+ applications per role from our extensive talent network.
Initial Screening
Internet speed, English proficiency, and experience verification.
Custom Skills Test
Real job task simulation designed specifically for your role.
In-Depth Interview
Culture fit assessment and communication evaluation.
Client Interview
We present 2-3 top candidates for your final selection.
Have Questions or Ready to Get Started?
Our team is ready to help you find the perfect match.
Get in Touch →Mistakes to Avoid When Hiring a Financial Planning VA
After placing 1,000+ VAs globally, we have seen every hiring mistake that advisory practices make when bringing on operational support. Here are the ones to avoid.
Hiring a General VA for a Specialized Role
Financial advisory operations are not the same as general business administration. A VA who excels at email management and calendar scheduling may struggle with custodial account paperwork, compliance documentation, and portfolio report preparation. The terminology, workflows, and accuracy standards are specific to this industry. Always verify that candidates have financial services experience or have been specifically trained and assessed for advisory operations.
Failing to Document Your Workflows Before Hiring
The number one reason VA onboardings fail in financial advisory is that the firm's processes exist only in the advisor's head. If you cannot explain your new client onboarding workflow in clear, sequential steps, your VA cannot execute it consistently. Invest time in documenting your core processes before your VA starts — or use the first week to document them together. This documentation becomes a permanent asset that benefits your entire team.
Underestimating the Importance of CRM Discipline
Your CRM is only as valuable as the data inside it. If you hire a VA to manage your CRM but do not establish clear data entry standards — how to categorize contacts, what constitutes a complete record, when and how to log interactions — you will end up with inconsistent data that nobody trusts. Define your CRM standards explicitly and hold your VA accountable to them from day one.
Not Setting Up Proper Security and Access Controls
Financial advisory VAs access sensitive client data — Social Security numbers, account balances, tax returns, estate plans. Before your VA starts, ensure you have proper security measures in place: role-based access controls in your systems, VPN requirements, two-factor authentication, screen recording or monitoring if your compliance program requires it, and a clear data handling policy. Your clients trust you with their most sensitive information, and your operations infrastructure must honor that trust.
Expecting Immediate Full Productivity
Even a highly qualified VA needs time to learn your specific practice — your client base, your service model, your preferred communication style, your compliance requirements, and the dozens of small preferences that make your practice unique. Budget 2-4 weeks for ramp-up and invest time in training during the first week. The payoff is a VA who understands your practice deeply enough to anticipate needs rather than just follow instructions.
VA Masters screens for these exact failure modes during our recruitment process. Our financial planning VA assessments specifically test for accuracy with financial data, CRM proficiency, compliance awareness, and the ability to follow complex multi-step operational workflows. When we present candidates, you can be confident they understand advisory operations and will not make the mistakes that damage client relationships or create compliance issues.
| Feature | VA MASTERS | Others |
|---|---|---|
| Custom Skills Testing | ✓ | ✗ |
| Dedicated Account Manager | ✓ | ✗ |
| Ongoing Training & Support | ✓ | ✗ |
| SOP Development | ✓ | ✗ |
| Replacement Guarantee | ✓ | ~ |
| Performance Reviews | ✓ | ✗ |
| No Upfront Fees | ✓ | ✗ |
| Transparent Pricing | ✓ | ~ |
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Frequently Asked Questions
What CRM platforms do your financial planning VAs work with?
Our financial planning VAs are proficient in the major advisory CRMs including Wealthbox, Redtail, and Salesforce Financial Services Cloud. They also work with integrated platforms like Tamarac CRM and practice management tools like Junxure. We match candidates to your specific CRM during recruitment so there is minimal ramp-up time on your systems.
Can a financial planning VA handle compliance documentation?
Yes. Our VAs manage compliance files, track required disclosures, organize ADV filings, maintain books and records documentation, and prepare files for regulatory audits. They work alongside your compliance officer or CCO to keep your firm audit-ready at all times. While they do not provide compliance advice, they are trained to flag potential issues and maintain the documentation standards regulators expect.
How quickly can I get a financial planning VA?
VA Masters delivers pre-vetted candidates within 2 business days. Our 6-stage recruitment process includes finance-specific assessments that evaluate CRM proficiency, portfolio reporting accuracy, onboarding workflow knowledge, and financial literacy. Every candidate we present has demonstrated the operational skills financial advisory practices require.
What does a financial planning VA cost?
Financial planning VAs through VA Masters cost a fraction of a local operations associate's salary. Compare our rates to the $55,000-$85,000 annual salary plus benefits for a US-based hire — that represents up to 80% cost savings. There are no hidden fees, no upfront payments, and no long-term contracts. Contact us for specific pricing details for your practice.
Can my VA prepare financial plans in MoneyGuidePro or eMoney?
Yes. Our VAs handle the data entry side of financial planning — entering client financial data into MoneyGuidePro, eMoney Advisor, or RightCapital, running scenario models based on advisor-specified parameters, and generating presentation-ready reports. They do not provide financial advice, but they ensure the underlying data is accurate so your advisors can focus on analysis and client conversation rather than data input.
Will my VA have access to sensitive client financial data?
Yes, and we take this seriously. All VA Masters candidates undergo background screening as part of our 6-stage recruitment process. We recommend setting up role-based access controls, VPN requirements, two-factor authentication, and clear data handling policies before your VA starts. Our VAs understand the confidentiality requirements of financial services and are trained to handle sensitive information with appropriate care.
Can a financial planning VA work in my timezone?
Yes. Filipino VAs are known for their flexibility with international time zones. Most of our financial planning VAs work US business hours with no issues, which is essential for coordinating with custodians, clients, and other service providers who operate during standard business hours. We match candidates to your preferred schedule during recruitment.
What types of advisory practices do your VAs support?
Our financial planning VAs support RIAs, independent financial advisors, broker-dealer affiliated advisors, wealth management firms, family offices, and insurance-based financial planning practices. We match candidates based on your specific practice type, service model, and operational needs. Whether you are a solo practitioner managing 80 households or a multi-advisor firm with 500 clients, we have candidates who fit your operations.
Can my VA handle portfolio reporting and performance summaries?
Yes. Our VAs pull data from portfolio management platforms like Orion, Black Diamond, and Tamarac, format performance reports with benchmark comparisons, prepare quarterly review presentations, and generate custom report packages for each client. They ensure reports are accurate, on-brand, and delivered on schedule for every client meeting.
Is there a trial period or long-term contract?
There are no long-term contracts and no upfront fees. You can start with a trial period to evaluate your VA's performance on specific tasks — perhaps managing your CRM for two weeks or preparing your next round of quarterly review packages. You pay only when you are satisfied with the match. VA Masters provides ongoing support and can replace a VA if the fit is not right.
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Join 500+ businesses who trust VA Masters with their teams.
- No upfront payment required
- No setup fees
- Only pay when you are 100% satisfied with your VA
Anne is the Operations Manager at VA MASTERS, a boutique recruitment agency specializing in Filipino virtual assistants for global businesses. She leads the end-to-end recruitment process — from custom job briefs and skills testing to candidate delivery and ongoing VA management — and has personally overseen the placement of 1,000+ virtual assistants across industries including e-commerce, real estate, healthcare, fintech, digital marketing, and legal services.
With deep expertise in Philippine work culture, remote team integration, and business process optimization, Anne helps clients achieve up to 80% cost savings compared to local hiring while maintaining top-tier quality and performance.
Email: [email protected]
Telephone: +13127660301
