If you ask us, virtual staff are best employed to help business owners take all the time-consuming, repetitive, boilerplate work off your hands. By doing this, you may be able to save considerable mental effort and more importantly, time.

Does this ring any bells?

Financial services are a lot of work, and requires a considerable of mental effort and time. And as a mortgage broker, super fund manager, accountant or financial planner, you have more important things to worry about.

If you ask us, that’s what makes financial services the perfect candidate for virtual staffing!

A macro image of a spreadsheet with dollar and percentages

How hiring virtual staff takes the grunt-work off your hands

As the owner of a finance business, your days are filled with:

  • Numbers
  • Graphs
  • Charts
  • Trends
  • Presentations

Yes, it takes a lot of experience and know-how to interpret these reports. This type of work needs your touch.

But the writing and compiling? Even with the aid of software, this type of work is a huge time-sink, and can take away considerable amounts of your time.

Enter, virtual staffing.

Virtual staff can take care of data entry as well as creating presentations for you. By handing these tasks off to your virtual staff, you and your team of analysts will have more time to work with clients and do what you do best.

Outsourcing for finance businesses is more than just data-entry

One of the mistakes people make when they think of virtual staffing is simply assuming that the only things a virtual assistant can do for you is the ‘mindless” grunt work.

Simply not true!

Thanks to our unique hiring process, VirtualStaff365 hires virtual staff who perfectly fit your needs. And if those needs call for someone with a high level of education and a background in finance, we can do that too.

In fact, one of our clients did just that, retaining a small core of staff here in Melbourne and handing everything else to a virtual office based in the Philippines.

We’re talking about the entire spectrum of finance jobs, including (but not limited to):

  • Reporting
  • Market analysis
  • Risk management
  • Planning and advice

These types of duties can also be filled with virtual staff, allowing you to enjoy these specialist skill sets without having to break the bank.

approach to australian dollar banknotes and calculator

Virtual support and assistance

Just because you already have a finance team set up here in Melbourne doesn’t mean you can’t enjoy the benefits of virtual staffing.

In addition to your core business, financial services also employ a wide range of support and administrative tasks such as invoicing.

Just like data entry and creating powerpoint presentations, this type of work isn’t something you should be looking after yourself.

As such, it’s the perfect type of job to hand off to a virtual assistant.

The result? Less time spent keeping the wheels turning and more time to talk with clients and help them achieve their financial goals.

For example, say you’re an accountant.

Bookkeeping is a crucial support service for accounting businesses. However, accounting is about much more than that – it’s about using these numbers to help individuals and businesses chart a direction.

As such, providing in-house bookkeeping services is often a waste of an accountant’s time.

With virtual staff on the other hand? Now you have the benefit of keeping everything in-house and minimising communication issues, all while maximising the amount of time your accountants have to spend with their clients!

Is hiring virtual staff right for your finance business?

If it is, you’ll want to contact Virtualstaff365 today!

At VirtualStaff365, we’ve helped businesses in countless industries get their money back and achieve growth.

And that includes financial services.

At VirtualStaff365, our strength is taking extra work off your hands, giving your finance team their time back and helping your finance business to thrive.

Call Neville today (03) 8842 4300 or click here to start a conversation about outsourcing for finance businesses.