Virtual Assistant for Financial Advisors | My Virtual Assistant Solution

My Mission

My mission is to help independent business owners reclaim their time and focus on what truly drives growth—building relationships, creating opportunities, and scaling their business—while I handle the operations, administration, and client experience seamlessly behind the scenes.

My Work

I’m here to ensure your business runs smoothly behind the scenes—so you can focus on growing it with confidence.

My goal is to integrate seamlessly into your existing systems, providing immediate, reliable support without disrupting your operations.

Client Onboarding

Manage new account onboarding, transfers, and document workflows while coordinating with custodians, vendors, and internal teams.

Client Communication

Manage client communication via phone, text, and email.

person holding ipad near white ceramic mug and laptop

Account Maintenance & Money Movements

Handles Wealth Management firm contribution and distribution requests, including RMDs.

Client Engagement

Plan and execute client engagement to strengthen relationships.

Manage the operational and administrative tasks behind the scenes.

Administrative & Operational Support

Platforms & Systems Experience

I have hands-on experience working with a variety of industry platforms and tools, allowing me to integrate seamlessly into your existing workflows with minimal onboarding time.

My experience includes:

CRM systems such as HubSpot CRM
Client communication and payment tools like MyRepChat and AdvicePay
Custodial and investment platforms, including NetX Investor, Cambridge Platform, Capital Group / American Funds, Jackson National, and John Hancock to name a few
Daily communication and coordination through email, phone support, and Zoom

I adapt quickly to your firm’s systems and processes, ensuring a smooth transition and consistent support from day one. I am also highly adaptable and can quickly learn new platforms or software to best support your business operations.

Reviews

What Business Owners Say About My VA Solution

My VA Solution brings precision, professionalism, and unwavering confidentiality, keeping my operations running seamlessly. She is highly organized, exceptionally detail-oriented, and always proactive—able to gather information about my clients’ portfolios that I didn’t even know I needed. She gets things done quickly and efficiently, without hesitation, and keeps me on top of my workload at all times.

J. Hance

Bloomington, MN