Executive Assistants For
Financial advisors

Financial Advisors can greatly benefit from outsourcing EA services, as it allows them to concentrate on providing financial guidance, managing investments, and building client relationships while delegating administrative tasks. Persona’s executive assistants, who are part of the top 0.1% in the industry, are skilled in handling various tasks, such as scheduling meetings, organizing client files, and coordinating communication with clients. Outsourcing offers a cost-effective solution, eliminating expenses associated with hiring an in-house assistant, such as employee benefits and additional office space. Persona’s personalized approach ensures a great match with an assistant who understands the unique demands of the financial services industry. The flexibility to scale support based on workload allows Financial Advisors to efficiently manage their clients, investment strategies, and business growth.

What Skills Does An EA Need To Support A Financial Advisor?

Supporting a financial advisor requires an EA to possess excellent organizational, communication, and interpersonal skills. They should be able to manage the advisor’s schedule, arrange meetings, and handle correspondence efficiently. An EA should be able to track the client’s investments, portfolio, and other financial activities and provide regular updates. Knowledge of financial principles and practices would be useful, as well as the ability to create presentations, reports, and other documents related to finance. Attention to detail, accuracy, and the ability to work under pressure are also essential in this role, as an EA supporting a financial advisor would often have to work under tight deadlines. The EA should be proactive, adaptable, and able to work independently to support the financial advisor in their day-to-day operations.

What Can A Virtual Executive Assistant Do For You?

1. Manage advisor schedules and calendars

2. Coordinate advisor communication and correspondence

3. Assist with financial planning and strategy

4. Manage confidential information

5. Handle administrative tasks

6. Facilitate communication with clients and stakeholders

7. Coordinate financial planning-related projects

8. Manage budget and finances

9. Streamline office operations

10. Provide general support to the financial advisor