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Virtual Assistant Use Cases Investment Firms
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.
Starts at $1199 per mo.
CRM Data Entry Assistant
Streamline your sales pipeline, consolidate your customer data and truly understand the people you serve.
Starts at $599 per mo.
Starts at $599 per mo.
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.
Starts at $4299 per mo.
