Managing a financial advisory practice requires precision and personal attention, but administrative work can quickly become a distraction. From scheduling meetings and prepping reports to fielding client requests and organizing documents, time adds up fast. That’s where Ataraxis comes in.
We help financial professionals hire a Virtual Assistant for Financial Advisors to take on the daily tasks that slow you down. Whether you’re a solo advisor or running a boutique RIA, we’ll match you with trained, vetted support who fits seamlessly into your workflow.
George reached out to me on LinkedIn, and while I rarely respond to cold outreach offering services, his approach felt thoughtful and genuine, so I decided to explore what his firm had to offer. We’ve been considering offshore talent for several years but hadn’t made the leap, as we hadn’t found the right offshore partner. Recently, we started working with Ataraxis, and it’s been a fantastic experience—they quickly sourced an exceptional contractor for our recruiting team and ran a smooth, efficient process from start to finish.
I was pretty hesitant about hiring people offshore, but had a fantastic experience working with Ataraxis to hire a virtual recruiter for my business. They connected me with Anabel, who’s based in the Philippines and has been incredible—she’s extremely hard-working, quick to learn, and always brings a great attitude to her work. Now I’m thinking about how I can build a team around her.
The entire process with Ataraxis has been seamless, and they regularly check in to make sure I’m happy with the service they’ve provided. It’s clear they truly care about their clients’ success. I highly recommend Ataraxis to anyone looking to grow their team with quality talent!
Highly Recommend!
I had the absolute pleasure of working with George, and I can confidently say that his expertise and guidance have been game-changing for my business. On our first conversation, George provided clear, actionable strategies tailored to my recruitment challenges. His deep industry knowledge, tested outreach methods, and data-driven approach set him apart.
If you’re a recruiter or business owner looking for expert-level guidance on client acquisition, outreach, and recruitment processes, I highly recommend working with George. His advice is practical, results-driven, and delivered with professionalism and genuine care for your success.
Thank you, George, for your time, insights, and the motivation to push forward with confidence!
I made a hire through Ataraxis a few months ago.
As it goes in any hiring process, when you meet the right person, you know immediately. I knew when I met the 5th candidate that she’d be the one.
3 weeks into her job she had a fundamental mastery of her own responsibilities. 2 weeks later, she assumed a whole new set of responsibilities on top of that. And now she’s a fully integrated part of my team.
10/10 will work with Ataraxis again.
George and his team did a fantastic job placing a Talent Sourcer on my team. She’s smart, communicates well, works diligently, and is a self-starter. Bonus points, her background (10 years!) is in an industry directly adjacent to ours. As such, she was able to catch on extremely fast and onboarding her was a breeze. My only gripe is that I wish I had taken this on sooner. Thanks Ataraxis!
George has been a great help throughout this process, which was new to us. His team sourced some great candidates for us to choose from, and we are really happy with our hire. George has also conducted regular check-ins and follow-ups. He is happy to share his personal insights and experience around structuring the job description, onboarding, and getting the best out of this recruitment process. I would definitely recommend George and his business for VA solutions.
Advisors thrive on trust and relationships, but their time is often consumed by tasks that don’t move the business forward.
You’re chasing paperwork, answering scheduling emails, updating CRMs, and prepping reports instead of meeting with clients or building your book. In-house hires are expensive, and your time is too valuable to spend on admin.
Schedule client calls, reviews, and follow-ups while also confirming attendance and preparing necessary materials.
Update client profiles, track interactions, and keep your database clean and current.
Send welcome packets, gather documents, and help ensure a smooth onboarding experience.
Input financial data, organize folders, and prepare templates or forms for client review.
Send routine follow-ups on missing documents, account actions, or meeting confirmations.
Triage messages, respond to simple inquiries, and flag time-sensitive items.
Assist with formatting reports, organizing performance data, and assembling client-facing decks.
Submit basic service forms, handle custodial paperwork, and track open client requests.
Help maintain logs, prep for audits, or keep track of document expiration dates.
Assist with portfolio research, data analysis, performance reporting, and insights that help advisors make informed decisions.
Support daily operations by managing calendars, client follow-ups, CRM updates, and document preparation to keep your workflow organized.
Support financial reporting, compliance documentation, and business accounting tasks with attention to accuracy and deadlines.
Provide top-level support with inbox management, meeting coordination, internal reporting, and day-to-day executive tasks.
Track expenses, reconcile accounts, and prepare accurate financial records to support your firm’s operations and tax readiness.
Handle scheduling, form processing, data entry, and general administrative tasks so you can focus on client-facing work.
Virtual Administrative Assistant with MBA and 8 years of experience in healthcare, finance, and HR
Virtual Executive Assistant with MBA and 9 years of experience in marketing, accounting, and professional services
Virtual Assistant with Master’s degree and 8 years of experience in finance, software, and consulting
Virtual Secretary with MBA and 12 years of experience in manufacturing, real estate, and hospitality
Our VAs are trained to support financial advisors with discretion, accuracy, and knowledge of industry workflows.
One predictable monthly fee covers sourcing, training, support, and replacement coverage if needed.
Many of our virtual assistants work during U.S. business hours to stay in sync with your schedule.
All virtual assistants for financial advisors sign confidentiality agreements and use secure tools for client data and communication.
Our VAs are experienced with platforms like Redtail, Wealthbox, eMoney, Salesforce, DocuSign, and Google Workspace.
Whether you’re scaling your practice or simply want more time with clients, hiring a Virtual Assistant for Financial Advisors gives you the support you need to work more efficiently and effectively.
Start Hiring a Virtual Assistant Today
A Financial Advisor Virtual Assistant is a full-time remote teammate who logs into your phones, email, CRM, and planning tools to manage routine admin and client-service work, letting you focus on advice and asset growth.
Yes. We hire Virtual Assistant for Financial Advisors who already have experience with eMoney, MoneyGuidePro, Orion, Salesforce Financial Services Cloud, and similar platforms, then fine-tune their skills to match your exact workflow during onboarding.
Virtual Assistant for Financial Advisors receive baseline training on record-keeping, advertising reviews, privacy requirements, and communications archiving. Any task needing registered rep authority remains with your licensed staff.
Absolutely. They can confirm appointments, send birthday or review reminders, and provide status updates using your email domain or phone lines so every touch feels in-house. They never give investment advice.
Each VA for Financial Advisors signs an NDA, works through encrypted connections, uses role-based logins with two-factor authentication, and follows least-privilege access to meet SEC Regulation S-P standards.
You can add another dedicated VA within a few days to handle the spike in paperwork and client questions, then scale back when volume returns to normal. Each assistant is full-time with a predictable monthly fee.
Hiring a virtual assistant for financial advisors saves money compared to having full-time office staff. This lets you and your team focus more on growing your business and doing what you do best.
Great virtual assistants for financial advisors often come from countries and regions like the Philippines, South Africa, Latin America, East Africa, and Eastern Europe. These countries are known for their skilled workers who speak fluent English and have strong work ethics.
Yes! At Ataraxis, your virtual assistant will match your local time zone, making teamwork easy and smooth.
US-based virtual assistants for financial advisors usually cost $25 to $50 per hour. Ataraxis offers MBA-level, full-time virtual assistants starting at just $11 per hour. This means you get great help for up to 70% less.
We keep your information safe by using secure VPN connections, regular monitoring, and privacy agreements signed by every virtual assistant.
Payments are easy and secure with Stripe. We also promise 100% satisfaction – if you’re not happy, we’ll fix it right away.
Ataraxis only offers full-time virtual assistants because they provide more consistent help, become part of your team, and show greater commitment.
Ataraxis uses software to monitor your assistant’s activities, ensuring they are always working efficiently and staying productive.
It’s best to set up clear communication methods right from the start. You can use popular tools like Slack, WhatsApp, Zoom, or email, based on what works best for you.
Your satisfaction is our #1 priority. If you’re not happy, we’ll quickly address the issue and find you a better match, or issue a prorated refund if needed.
Great communication skills, attention to detail, strong work ethics, time zone alignment, work from home readiness, and problem solving skills. We carefully choose assistants based on their skills, experience, availability, and special abilities to make sure they match your business needs.
Yes! Many businesses find virtual assistants deliver even better quality work, especially for specialized tasks.
Paying very low rates, like $2-3 per hour, usually means getting less skilled workers and lower quality work. Ataraxis offers affordable assistants who are highly skilled.
It usually takes 1-2 weeks to get your virtual assistant fully onboarded and familiar with your business, ensuring you work well together from the very beginning.
