Less time on admin.
More time advising clients.
Finance VAs handle client communication, scheduling, document preparation, and CRM management — freeing advisors, accountants, and analysts to focus on high-value work.
3 hrs
per day spent by financial professionals on admin that could be delegated
Multi-CRM
our VAs work inside Salesforce, Redtail, Wealthbox, and other advisor CRMs
$902
bi-weekly for a full-time Finance VA vs. $4,000+ for a local admin hire
Who this is for:
- Financial advisors
- CPAs
- Mortgage brokers
- Fintech operations teams
Why Finance professionals hire a VA
Client communication backlog
Document preparation overhead
CRM neglect
Scheduling friction
The right VA for every role in your business
Administrative VA
Client comms, scheduling, docs, and CRM upkeep
Executive VA
Advisor admin, inbox, calendar, and stakeholder comms
Marketing VA
Email campaigns, social media, and content
Recruitment VA
Staff hiring and HR admin for growing firms
Common questions from Finance clients
Are your Finance VAs familiar with financial software?
Our VAs are onboarded to your specific tools during setup. We support Salesforce, Redtail, Wealthbox, QuickBooks, and others.
Can a VA handle client-facing communication?
Yes. Our Finance VAs are trained in professional business communication and can manage email, scheduling, and follow-up with clients on your behalf.
Do your VAs sign confidentiality agreements?
Yes — every VA signs our NDA before placement. We also offer enhanced NDA terms for finance clients requiring stronger confidentiality protections.
Ready to hire a VA for your Finance business?
Book a free 30-min consultation. We'll match you within days.
Pricing
Part-time (4 hrs/day)
$11.50/hr
$506/bi-wk
Full-time (8 hrs/day)
$10.25/hr
$902/bi-wk
$375 one-time setup fee · Dedicated account manager included
The VA Hub by the numbers
