More time for your clients
A dedicated assistant
Work with a dedicated Filipino VA who learns your processes, calendar rules, and communication standards. Build a consistent working relationship during agreed support hours.
Consistent client follow-ups
Keep routine requests moving. Your VA can confirm meetings, follow up on missing documents, and prepare messages using your approved wording. Advice-related questions go to your team.
Organized daily administration
Delegate repeatable tasks so you can focus on client conversations and running your practice. Keep calendars, records, and follow-up lists organized with clear ownership and regular updates.
Support that fits your needs
Start with the tasks taking up most of your day. Agree on responsibilities and working hours with 5CVAS, and keep your VA for as long as you need support under your agreed terms.
Administrative support for your practice
Choose the tasks you need help with. We match support to your workflow, then agree on training, access, and a start date.
Appointment Scheduling
Schedule introductory calls, client reviews, and follow-up meetings using your calendar rules. Confirm availability, send approved reminders, and organize meeting details.
Client Paperwork
Help organize application paperwork, check for missing fields using your checklist, and follow up on outstanding documents. Your team reviews accuracy and approves submissions.
CRM & Client Records
Update contact details, meeting notes, and follow-up tasks in your approved CRM. Maintain organized records so your team can see what is complete and what needs attention.
Inbox & Call Support
Organize incoming emails, record calls, and route requests during agreed hours. Prepare routine replies from your templates and refer financial questions to your designated advisor.
Client Review Preparation
Gather approved documents, organize agendas, and track outstanding items before client reviews. Your advisors interpret financial information and lead each client conversation.
Quarterly Update Support
Format advisor-provided quarterly updates, maintain recipient lists, and track your review schedule. Your team approves content and distribution before anything is sent.
Financial services VA questions
What does support cost?
Services start at $9/hour. Confirm your role, hours, rate, and terms before work begins.
Can a VA use our CRM and handle client records?
Experience varies by candidate. Confirm skills, training, and approved access before sharing records.
Can a VA help with applications and quarterly updates?
Yes, with administrative preparation and follow-ups using your instructions. Your team reviews and approves the work.
Does a VA provide financial advice?
No. Your advisors retain advice, investment decisions, approvals, and compliance oversight.
A clear workflow from day one
Start by choosing the tasks, working hours, and tools your practice needs. Review candidate experience and agree on responsibilities, rate, and engagement terms with 5CVAS.
Before work begins, provide approved templates, task checklists, and only the system access the role requires. Set clear rules for handling client information and referring questions to your advisor.
Use regular check-ins to review completed work and outstanding items. Your firm approves client communications and retains financial advice, investment decisions, and compliance oversight.