Financial Advisor Virtual Assistant Services
At New Heights, we leverage our knowledge of business analysis, technology, and financial planning to provide solutions that are best for your business and budget.
Financial Planner Support
Filtering incoming emails from prospects or responding to general inquiries
Transpose recorded meetings into written notes/action items
New Client Onboarding
- Facilitate signing of Financial Planning documents
- Assist clients with data collection in eMoney
- Data entry/clean-up of facts in eMoney and/or CRM
Facilitate opening or closing of accounts (i.e. TD Ameritrade)
Follow up on NIGO alerts
Follow up with prospects
Sending client communications
- Quarterly Reports
- Annual Review reminders
- Birthday and Anniversary messages
Track or research CE opportunities
Documenting operating procedures
Suggesting improvements to business processes
Creating workflows within CRM
Social Media & Blog Management
Scheduling social media posts for Facebook, Twitter, LinkedIn, etc.
Create graphics for social media posts
Proofreading blog posts
Posting on WordPress
- Publishing podcast episodes
- Prepare podcast guests for interviews
- Write and post show notes
Monthly Pricing Plans
Our monthly retainer packages make it easy for you to budget for the help that you need. You’ll know exactly how much money you’re allocating for VA services, and we don’t go over the package hours unless you want or need us to.
Packages & Rates:
- Starter Package: 10 Hours
- Basic Package: 20 Hours
- Plus Package: 40 Hours
- Pro Package: 60 Hours
*3 Month Minimum Commitment, No Hours Carry-Over.
Retainer packages are best for clients who have a regular need for a virtual assistant, want more consistency with their budget, and don’t want the expense of hiring a full-time employee.
A Monthly Retainer Package guarantees we set aside time dedicated exclusively to your firm. Because of that, hours do not carry over from month to month.
The more hours you book with us, the lower your hourly rate is!
Initial Onboarding Fee (Starting at $500)
We understand bringing on a new team member can be overwhelming, and you might not be sure where to start. In order to help, all Virtual Assistant engagements will start with our unique onboarding process. This process includes:
- Initial Kick-Off Meetings
- Selecting the technology we will need to access (CRM, E-mail, etc.), and assistance with setup
- Review and modeling of key business processes (i.e., Client Onboarding, Opening Investment Accounts)
- Identify initial tasks to take off your plate
Hourly Rate ($45/Hour)
For clients who are not ready to commit to a monthly block of hours, we can handle projects as-needed with our straight hourly rate.
We have packaged together common projects that our clients ask us to work on. These projects are quoted as a flat fee and can vary based on complexity. If you have an idea for a project you’d like help with, we are happy to provide you with a custom quote.
Full Procedure Review & Documentation for RIAs ($1,500 - $3,500)
When starting a new RIA, documenting your business processes is probably not your first order of business. However, having well-written procedures for each process in your business is key to maximizing your efficiency.
As part of this package, we work with you to understand your business processes and develop custom written Standard Operating Procedures (SOPs) for your practice. We can also provide helpful, unbiased feedback by experiencing your processes just as a client might.
Technology Optimization Review ($350 - $500)
Making sure your technology is being used to its maximum potential can help make sure you’re getting the most bang for your buck. We can help review and suggest improvements to your current software systems (or lack thereof!).
Implementation of any of our suggestions would be a separate project.
CRM Clean Up ($350 - $750)
Do your client and household names all follow the same naming convention? Are your client files nicely organized and easy to find?
We can help organize your CRM so that you are using consistent naming and categorization of your prospects, clients, and files. This package also comes with a written procedure document so you can follow these best practices going forward.
Have another project you want help with? We help clients improve their client’s experience, implement new software systems, integrate their existing systems (where possible), and more. Schedule a consultation to chat more.