Virtual assistants for investment advisors
Your hours belong with clients, not paperwork. An office-based Archers VA handles the admin around your practice while you and your licensed team handle the advice.
What an Archers VA handles for investment advisors teams
Admin support for a regulated business
Advisory work runs on details: review meetings on the calendar, packets ready before clients arrive, expenses reconciled, and every interaction logged. When those details fall to advisors, client time shrinks.
An Archers VA takes the routine admin. Your VA works full-time from our office in Dasmariñas, Cavite, with daily supervision and quality checks, and only in the systems you open to them. Your VA doesn’t give advice or act as a licensed professional. They keep the practice organized so your licensed team can focus on clients.
We match your VA to your workflow and style, train them on your procedures, and stay involved every day after they start.
Accounting support
Prepare invoices, enter and code expenses, and keep budget spreadsheets current for your review and approval.
Reconciliations
Reconcile your firm's reports, bank statements, and transactions, and flag any discrepancies to you for follow-up.
Expense reports
Build expense reports to your format, track vendor payments, and reconcile corporate credit card statements.
Calendar management
Manage personal and team calendars, schedule client reviews, and coordinate venues and video calls around your priorities.
Client meeting preparation
Assemble briefing materials and meeting packets, collect the data your team needs, and confirm attendance with participants.
Event coordination
Plan client events and seminars: reserve venues, arrange catering and transportation, order gifts, and set up the technology.
Travel coordination
Book flights and hotels, prepare itineraries for executives, and keep travel contacts and confirmations in one place.
Records and meeting minutes
Maintain filing systems and databases, organize materials for meetings, and record and transcribe minutes.
Inbox and office administration
Sort email, reply to routine queries, forward urgent items, order supplies, and book equipment repairs with your vendors.
CRM updates
Log client interactions, update contact records, and keep your CRM clean so follow-ups and reviews happen on time.
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Why office-based assistants are more reliable
Your VA isn't working alone from a kitchen table. They work from our office in Dasmariñas, Cavite, with a team around them.
Stable internet and power
Your VA works on office infrastructure, not a home connection. No home-setup risks.
Daily supervision and quality control
Supervisors work on the floor every day, and quality checks are part of the routine.
Continuous skills training
Training doesn't stop after onboarding. Your VA keeps building skills for your workflow.
Personality and skills matching
We assess your goals, tools, schedule, and work style, then match a VA who fits.
Fully managed from our Philippine office
HR and day-to-day management are handled by our team in Dasmariñas, Cavite.
Questions from investment advisors teams
Will a VA give investment advice or work on client accounts?
No. Your VA supports your licensed team with administrative work: scheduling, meeting prep, data entry, and paperwork. Investment advice, recommendations, and trades stay with your licensed professionals. You decide which systems and information your VA can access.
How is confidential client information handled?
Your VA works from our supervised office, not a home setup, and uses only the systems and permissions you grant. Tell us about your firm's compliance requirements on the discovery call, and we'll build them into your VA's onboarding and training.
Ready for an assistant who actually shows up?
Tell us what you need. In a free 15-minute discovery call, we'll map your workflow and match you with the right office-based VA.
Prefer to talk?
+1 (669) 221-5855info@Monday–Friday, 9:00 AM–5:00 PM Eastern