Executive Assistants For
Wealth managers

Wealth Managers can greatly benefit from outsourcing EA services, as it allows them to concentrate on managing clients’ wealth, developing investment strategies, and ensuring financial goals are met 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 financial reports, 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 wealth management. The flexibility to scale support based on workload allows Wealth Managers to efficiently manage their client portfolios, investment analysis, and financial planning.

What Skills Does An EA Need To Support A Wealth manager?

Supporting a wealth manager requires an EA to possess excellent communication, organization, and time-management skills. They should be able to manage the manager’s schedule, prioritize tasks, and handle administrative tasks efficiently. An EA should be able to track investment strategies, market trends, and other relevant information and provide regular updates. Knowledge of wealth management principles and practices would be useful, as well as the ability to create presentations, reports, and other documents related to investment management. Attention to detail, accuracy, and the ability to work under pressure are also essential in this role, as an EA supporting a wealth manager would often have to work under tight deadlines. The EA should be proactive, adaptable, and able to work independently to support the wealth manager in their day-to-day operations.

What Can A Virtual Executive Assistant Do For You?

1. Manage wealth manager schedules and calendars

2. Coordinate communication and correspondence

3. Assist with wealth management planning and strategy

4. Manage confidential information

5. Handle administrative tasks

6. Facilitate communication with staff and stakeholders

7. Coordinate wealth management-related projects

8. Develop wealth management policies and procedures

9. Streamline office operations

10. Provide general support to the wealth manager