Want to discuss your use case?

Virtual Assistant Use Cases Investment Firms

Choose your industry

Consulting Firms E-Commerce Health & Wellness Investment Firms IT Services Construction Marketing & Sales Medical Services Professional Coaching Real Estate Staffing Companies Startups Talent Agencies

Task

Project Accounting Support

Assists bankers in preparing invoices, approving expenses, budget planning, and other accounting and financial management documents.

Task

Resolving Discrepancies

Reconciles reports, statements, and various other transactions, ensures that the company has up-to-date and accurate financial information.

Task

Office Administration

Handles various office needs like ordering supplies, sourcing or repairing equipment, reviewing or distributing mail; ensures client has a fully functioning workspace.

Task

Calendar Maintenance

Manages complex personal and team calendars while keeping business priorities top-of mind, coordinates times, schedules venues, and addresses needs for virtual conferences.

Task

Event Coordination

Organizes event logistics, researches and reserves venues, books catering and transportation, looks up gifts or giveaways, and handles technology needs of participants.

Task

Document Preparation

Ensures that company executives have briefing materials for events they join, coordinates with event participants and point persons, collates data & materials gathered.

Task

Expense Tracking & Reporting

Creates expense reports following client’s specifications, handles vendor payments & expense reports, reconciles corporate credit card accounts.

Task

Travel Coordination

Prepares itineraries for the CEO and other company executives, books travel arrangements, keeps track of relevant numbers, locations, and contact persons.

Task

File or Document Organization

Maintains record systems or databases, ensures confidentiality of restricted files, organizes and prepares materials for meetings, records & transcribes minutes.

Task

Inbox Management

Ensures client’s inbox is clutter free by sorting out and organizing emails in client’s inbox using tags, responding to general queries, and forwarding urgent or important ones.

Scale Services Commonly Utilized by Investment Companies

Executive Assistant

Scale Executive Assistants are partners to senior management. They excel in communication, organization, and problem solving.

Starts at $1199 per mo.

Learn More

CRM Data Entry Assistant

Streamline your sales pipeline, consolidate your customer data and truly understand the people you serve.

Starts at $599 per mo.

Learn More

US-Based SDR

A US-based assistant could be the best solution for you. Local talent can capture cultural nuances quickly and speak with American accents.

Starts at $4299 per mo.

Learn More