We offer online support services for loans processing, financial planning, insurance and accounting through a team of highly-skilled and well-trained professionals.
Utilising your CRM and/or your cloud-based software and workflow systems, we perform and manage the entire process – from application through approval and settlement, in a time-efficient and meticulous manner.
We provide services virtually. Utilising cloud-based software and tools to accomplish all tasks, we keep you updated daily.
We will send you start-of-day and end-of-day reports so you will know what your Virtual Assistant (VA) will work on that day and what they have accomplished.
Our HR Department conducts meticulous and strict background and due diligence of each and every VA to ensure that we only hire professionals that match the skills, experience and personality attributes needed to perform the tasks assigned to them. Submission of mandatory documents and clearances are required from all Virtual Assistants hired. We also conduct regular privacy training program to ensure everyone is aware of their privacy and security obligations.
Virtual Financial Support Services aims to support financial advisers and loan brokers by taking on all the administration work and eliminate stress and pressure from paperwork so they can focus on what they do best: help clients move forward with their wealth planning and strategies.