Virtual Assistants for Finance Services

How can a VA help the Financial Services?

Get more time

Reduce the time you spend responding to emails, managing your diary, and project management and focus on the tasks that directly affect your business’s growth.

Increase Productivity

Multi-tasking is not an efficient use of your time. Increase productivity and implement more efficient ways of working by outsourcing non-core tasks.

Skills for hire

Need help with tasks you don’t know how to do? Virtual Assistants have a range of skills and are available for short- or long-term hire.

Better service

Reducing your workload means you have more time to spend building relationships with your clients and offering them superior service.

More time to grow your business

At Leap Resourcing, we understand time is money. Our clients regularly tell us they are seeking cost-effective solutions to streamline their processes and implement more efficient ways of working.

Essentially, they want more time to focus on their core duties, strategic forward planning, and attracting new clients. That’s where Virtual Assistants can help.

Our financial services’ clients allocate time-consuming tasks, such as responding to emails, managing diaries, and creating presentations, to readily-available, skilled VAs.

Outsource tasks which don’t directly benefit your business so you can focus on initiatives to drive growth and support clients.

Track your time

Increase productivity to grow your business

According to one Harvard study, nearly 24% of a CEO’s time is spent reading, responding, and managing their email inbox. Important? Yes. Productive? Not really.

Multi-tasking is not an efficient use of anyone’s time and can result in errors or extended project timelines – neither of which are preferred outcomes for the financial services industry.

By outsourcing non-core tasks (such as managing your inbox and scheduling meetings) to a VA, you give yourself more time to focus on services which will generate revenue and increase efficiencies.

The more efficient you are, the more productive you are. The more productive you are, the faster your services can be delivered. If you can deliver services quickly, your business will likely experience increased growth and revenue.

That’s a win for both your business and your clients.

Book a Process Review Meeting

Skills for hire

Do you need help with tasks you don’t know how to do or don’t have time to do?

Is your team missing a skill set but you don’t have the budget for a full time staff member?

Virtual Assistants have a range of skills and are a cost-effective solution for short- or long-term needs.

They can provide support to update your website, develop marketing materials, manage your social media, provide customer relations support, schedule meetings and even book and manage travel and accommodation.

There are hundreds of jobs you can outsource to save yourself time and money.

There’s a VA ready to support your needs. Contact us to see how we can find the right one for you.

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Offer your clients superior service

Building long-lasting relationships with your clients is integral to your business’s success.

However, time spent on tasks such as administration, invoicing and data entry, means you often have less time to spend with your clients… and this can be bad for business.

Virtual Assistants are available to support a range of tasks which, while important, detract from the time you spend building networks and generating new business.

From scheduling appointments to database management, marketing activities and general client communication, our VAs are skilled, experienced professionals ready to help. Plus, they work extended hours so you don’t have to.

Spend less time on emails and more time with clients. You’ll soon notice the difference.

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Spend more time building relationships with your clients and focus on business growth

At Leap Resourcing, our thorough on-boarding process ensures we find the right Virtual Assistant to meet your specific needs. Here’s how we do it…

Step 1


Understand your needs

We collect information from you about the type of support you’re looking for, and tell you a bit about how we work.

Identify your blocks

Often a business cannot scale because the owner is doing too much. What tasks should you be delegating?

Step 2


Develop a job descripton

With the information you provide, we’ll create a job description (which you approve) so we find the right person to support you.

List of tasks & KPI

We work with you to list all the tasks needed to accelerate your growth and measure success with key performance indicators.

Step 3


Finding the right VA

We’ll advertise the role on our Staff Board for our pool of Virtual Assistants to find the right candidate for the role.

The perfect match

We consider the values and purpose of your organisation and find the right personality type that will fit your business.

Step 4


Securing the candidate If successful, we’ll send you an email to confirm your availability for a final interview before placement.

Final Interview

You will have the final say on who is part of your team in the final interview. This is where you will know if the candidate is a match for your business.

Step 5

Onboarding period

Best in Business

We work closely with our clients to train and review progress over the first 6 months of the new hire.

Training and processes

Through this onboarding process, we will inevitably improve your internal processes and create more efficiency in your business.

Prioritise your business and your clients with a Virtual Assistant.

There are hundreds of jobs you can outsource to save yourself time and money.

More times means happier at work!

Book a consultation with us today to see how a VA can support your business, and get more time in your day.