In a fast-moving, heavily regulated industry staying up to date with new policies is important. A virtual assistant can help to monitor and update policies when needed and ensure that all office processes comply to the latest protocols.

Protecting reputations and securing new business

When clients approach a financial or mortgage advisor for advice, swiftly acknowledging their interest with a timely, accurate and well-presented response offers reassurance. A virtual assistant can take care of this, helping to progress new business enquiries and keep the office workflow moving.

• Conduct industry research
• Compile and manage reports
• Manage data entry
• Diary management
• Client on-boarding
• New business processing

Trust in a trained virtual assistant

As a Gold standard Practice Support Specialist through the St James’s Place Support Staff Administrator Accreditation Programme, New Dawn PA is well-versed in financial administration support.

Using the services of a virtual assistance team that excels at organisational administrative tasks helps day-to-day operations stay on track. Knowledge of financial software packages allow a PA to quickly compile relevant documents, respond to queries and create comprehensive reports without you needing to micro-manage.

>> Talk to New Dawn PA about virtual office management services for your financial practice – call 07702 210314.