If you’re trying to level up your business’s finances, getting a financial services virtual assistant is a no-brainer. These experts can take care of bookkeeping, whip up financial reports, and keep you compliant with all the rules. They work remotely and on a contract basis, so you can avail of top-notch skills without having to worry about hiring a full-time employee. With them on your team, you can stay on top of your finances, make smart decisions, and put your energy into scaling your business.
Selecting the right assistant can take time and effort, but we’ve made this easier for you by curating a list of 10 virtual assistant websites where you can hire a financial services virtual assistant.
We have narrowed down this based on the following metrics:
1. Credibility: The number of clients served and candidates successfully placed, showcasing reliability and proven track record.
2. Client Reviews: Based on feedback from clients regarding the quality and suitability of candidates placed.
3. Diversity of Offerings: Based on assistant types available, catering to diverse needs and preferences.
4. Pricing Range: Looking at a spectrum of pricing options from low to high, ensuring accessibility while maintaining quality and value.
Starting price: $2600 per assistant, per month working full-time
Types of remote staff provided: Virtual assistants, marketers, designers, developers, customer support.
US-based staff availability: No. Globally based.
Languages supported: English.
Credibility: High
Leverage Assistants is a white-glove virtual assistant staffing company. The company was founded by Stephen Turban, a serial entrepreneur and McKinsey alum (his last company was bootstrapped to 8-digits revenue) and it focuses on picking 1% talent globally and then training you to delegate to them effectively. Leverage is highly selective for applicants - selecting less than .2% of its applicants who apply.
Leverage Assistants match businesses with flexible, college-educated competent offshore talent. Most of Leverage’s talent are in the Philippines or South Africa. Leverage is known for its high quality of talent and its delegation training for founders.
The service however is not as on-demand as other virtual assistant companies like Upwork (placement times are 2-4 weeks), and the service often includes a waitlist for interested founders, Leverage only provides full-time virtual assistants.
Starting price: $600 per assistant
Types of remote staff provided: Virtual assistants, marketers, project management, administrative assistants developers, customer support.
Location of Staff: Globally based.
Full time/Part Time: Not enough information
Languages supported: English
Credibility: High
Since its establishment in 2009, Pepper VA has helped countless businesses streamline their processes and expand their operations while also helping them save time and money. While the exact number of virtual assistants isn’t specified, they provide comprehensive services, including executive assistance, project management, administrative support, customer support, and much more.
We particularly like this because their screening ensures that only the most skilled and reliable professionals join your team. You can customize the services of your virtual assistant to suit your needs, making it highly flexible. The potential disadvantage is that they are a matching platform and do not manage your experience with the assistant.
Starting price: Based on the cost of freelancer
Types of remote staff provided: Financial Services, Administrative, Bookkeeping, Graphic Design, Digital Marketing, Writing & Translation, Video & Animation, Programming & Tech, and more.
Location of Staff: Globally based.
Full time/Part Time: As per requirement
Languages supported: English.
Credibility: High
Upwork is an online marketplace offering virtual assistant services with millions of freelancers worldwide. The services provided by these assistants range from financial services to social media management. We’ve chosen Upwork for its extensive freelancer pool and pricing. The potential disadvantage is that they are a matching platform and do not manage your experience with the assistant. Advantages include diverse skill sets, multi-language support, and a straightforward hiring process, but potential limitations may include varying freelancer quality and communication challenges.
Starting price: Based on the cost of freelancer
Types of remote staff provided: Financial Services, Graphic Design, Digital Marketing, Writing & Translation, Video & Animation, Programming & Tech, Music and Audio, AI services and more
Location of Staff: Globally based.
Full time/Part Time: As per requirement
Languages supported: English.
Credibility: High
Similar to Upwork, Fiverr is one of the largest platforms offering virtual assistant services with millions of freelancers worldwide. Whether it's managing administrative tasks, data management, dealing with compliance and handling customer inquiries, you'll be able to discover professionals, understand their profiles, and see ratings from past projects.
The potential disadvantage is that they are a matching platform and do not manage your experience with the assistant. Advantages include diverse skill sets, multi-language support, and a straightforward hiring process, but potential limitations may include varying freelancer quality and communication challenges.
Starting price: Based on the cost of freelancer
Types of remote staff provided: Financial Services, Graphic Design, Digital Marketing, Programming & Tech, HTML, Legal Services and more
Location of Staff: Globally based.
Full time/Part Time: As per requirement
Languages supported: English.
Credibility: High
Freelancer is one of the most popular platforms offering a range of services with millions of freelancers worldwide. They have services ranging from website design, public relations to 3D modeling. One reason why we chose this is because it provides you a diverse range of freelancers from around the world. But, with such a diverse pool of freelancers, quality can vary. It may take time to find the right freelancer who meets your standards and expectations.
Starting price: $380 per month
Types of remote staff provided: Financial management with sales and receipts, Sales Administration, Social media and content management
Location of Staff: US and globally based
Full Time/Part Time: Part Time
Languages supported: English
Credibility: High
If you’re a small business, Time etc is a good fit for you! Its sales management virtual assistants handle invoicing customers, following up on late payments, identifying potential leads, updating records, and inputting orders and invoices, aiding in efficient bookkeeping. We chose this platform because they ensure that every financial virtual assistant hired through the platform is professional, reliable, and competent. One potential disadvantage is that they are a matching platform and do not manage your experience with the assistant.
Starting price: $369
Types of remote staff provided: Financial Administrative Support, Business support, Virtual PA services, Marketing Support and more
Location of Staff: U.K
Full time/Part Time: Not enough information available
Languages supported: English
Credibility: High
If you are a small to medium sized enterprise or startup based in the UK, then this website is for you who will match you with locally knowledgeable virtual assistants.
We chose this website because it allows a free 20 minute consultation before you jump into it for its services. A potential drawback is that they are a matching platform and do not manage your experience with the assistant.
Starting price: Variable
Types of remote staff provided: Financial Administrative Support, FinTech services, Digital Customer Support
Location of Staff: Not applicable
Full time/Part Time: As per requirement
Languages supported: English
Credibility: Medium
Glia Virtual Assistants (GVAs) are advanced AI-driven assistants for banking, automating sales and service interactions across various channels, who are pre-trained on millions of banking conversations and equipped with 800+ use cases. The advantage of AI-powered self-service is that it provides instant, 24/7 assistance at the moment of need, eliminating the need to extend service hours or hire additional staff. One disadvantage we noticed is a potential lack of personal touch and difficulty in handling complex issues.
Starting price: Variable
Types of remote staff provided: Bookkeeping, Virtual assistants, Marketers, Project managers, Administrative assistants, Developers, and Customer Support Personnel.
Location of Staff: Philippines.
Full time/Part Time: Both
Languages supported: English
Credibility: Low
Established in 2010, Virtual Staff Finder is a virtual assistant website in the Philippines that has over 8000 assistants and has serviced more than 45 countries. We chose this website because it allows for its ten-day guarantee policy: if your first pick doesn't work out, they give you three more choices for free. A potential drawback is the initial sign-up fee, coupled with the variable cost of hiring a financial virtual assistant, which depends on mutual agreements between you and the financial VA.
Starting price: $1100
Types of remote staff provided: Financial Administrative Support, FinTech services, Digital Customer Support, Database administrators, Big Data Specialists, and more
Location of Staff: Global
Full time/Part Time: Not enough information available.
Languages supported: English, Spanish
Credibility: Low
Valenta offers global paraplanning and financial planning virtual assistant services to help businesses boost productivity and profits, and has more than 600 virtual assistants. We chose this website because it provides a range of financial support services like insurance support, financial planning support, investment analyst support, and administrative support along with Process Consulting, Automation, Digital Transformation and Staff Augmentation. One advantage of Valenta is its local US based staff who understand the local business landscape. One potential disadvantage is that it may not be suitable for large-scale businesses.
Founded by serial entrepreneurs, Leverage Assistants is a white-glove service that helps you find 1% assistants and then teaches you how to build leverage with them. If you're interested in a strategy session to learn how to use an assistant, click here.
Stephen is one of the founders of Lumiere and a Harvard College graduate. He founded Lumiere as a Ph.D. student at Harvard Business School. Lumiere is a selective research program where students work 1-1 with a research mentor to develop an independent research paper.
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