Hire a Virtual Assistant for Financial Services

Delegate financial data entry, client communication, and report generation to virtual assistants, streamlining operations and enhancing efficiency in your financial services firm.

Why Choose Cherry Assistants for Financial Services Support

Cherry Assistants excel in handling critical financial tasks, ensuring accuracy and confidentiality while allowing your firm to focus on core business strategies and client relationships.

Our virtual assistants are well-versed in financial software and industry-specific tools, enabling seamless integration with your existing systems and workflows. They can efficiently manage complex spreadsheets, analyze financial data, and prepare comprehensive reports, saving you valuable time and resources.

We understand the importance of data security in the financial sector. Our assistants are trained in best practices for handling sensitive information, ensuring strict confidentiality and compliance with industry regulations. This allows you to delegate tasks with confidence, knowing your clients' data is in safe hands.

By leveraging Cherry Assistants' expertise, you can scale your operations without the overhead of full-time staff. Our flexible support adapts to your changing needs, whether it's managing increased workload during tax season or providing consistent back-office support throughout the year.

Trusted by Business Owners Like You

Hear what Cherry Assistant clients have to say about working with our remote virtual assistants and offshore talent from South Africa and the Philippines.

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Trevor Sookraj

Divisional

"We've been able to cut expenses on employees and contractors by more than 60%"

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Jessie Lizak

Reveting

"Helping scale Whiskey Winsday and focus on bringing in revenue"

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Billy Howel

Owex Labs

"My inbox has been at zero and I'm booking new clients"

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Michael Haeri

Major Maids Home Cleaning

"I've been able to take myself out of the day to day business"

Types of Roles for Every Financial Services Use Case

Example Roles

Client Data Specialist

Meeting Coordinator

Financial Report Specialist

Financial Research Assistant

Example Roles

Client Data Specialist

Financial Report Specialist

Accounting Assistant

Accounts Receivable Specialist

Example Roles

Tax Document Organizer

Accounting Assistant

Bookkeeper

Accounts Receivable Specialist

Example Roles

Client Portfolio Assistant

Real Estate Market Analyst

Reporting Specialist

Example Roles

Administrative Assistant

Accounting Assistant

Bookkeeper

Client Communication Specialist

Example Tasks That Our Financial Services Assistant Handles

Financial Data Entry

  • Processing accounts payable and receivable with precision
  • Inputting and reconciling financial transactions
  • Maintaining accurate client financial records
  • Generating financial reports and statements
  • Processing and categorizing expense receipts

Client Onboarding

  • Collecting and verifying KYC (Know Your Customer) documentation
  • Setting up client accounts in financial management systems
  • Processing compliance paperwork and regulatory requirements
  • Coordinating welcome packages and initial client meetings
  • Managing risk assessment questionnaires and client preferences

Compliance Documentation

  • Preparing and maintaining KYC (Know Your Customer) documentation
  • Organizing AML (Anti-Money Laundering) compliance records
  • Creating and updating regulatory filing documentation
  • Tracking and documenting client risk assessments
  • Managing disclosure and consent documentation
  • Maintaining audit trails for compliance activities

Our Mission

We help business owners increase profits by hiring overseas talent. Save costs, scale your operations, and free your time. Our offshore talent are sourced from South Africa and the Philippines using the most intense vetting process.

SEE FOR YOURSELF

Meet a Cherry Assistant

Our virtual assistants speak fluent English,
are college-educated, and have 5+ years experience
in your industry and role.

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Vee

South Africa

Customer Service / Executive Assistant

How Does It Work?

3 easy steps to hire offshore talent from Cherry Assistant.

1. Discovery Call

Our expert recruiters chat with you to understand your business and hiring needs to hire the perfect candidate. Don't know what you're looking for? That's okay, we can help guide you through your current processes and find points of delegation.

2. Intensive Vetting

We only hire the top 1% candidate out of thousands of candidates for each job. Every candidate goes through: multiple interviews with Cherry Assistant, WiFi & device compatibility checks, personality tests, reference & background checks, and demo task evaluations before presenting them to you as a candidate.

3. Kick Off

You'll meet your final 2-3 candidates and decide who you vibe with the best. Cherry Assistant does pre-training, scheduled onboarding & kick off, handles logistics, and guides you through the onboarding process for the first month.

Transparent & Simple Pricing.

Explore different pricing for Standard & Senior Virtual Assistants.

Starter VA Plan

10 hours per week of vetted talent.

$497/m
Start Hiring

Perfect for light support needs

10 hours per week of vetted offshore talent.
Fluent English & college educated
3-5+ years of professional experience
Sourcing, vetting, and onboarding support.
Access to our SOP library.

Pause or cancel anytime. No hidden fees.

Part-Time VA Plan

20 hours per week of vetted talent.

$797/m
Start Hiring

Perfect for offloading recurring tasks

20 hours per week of vetted offshore talent.
Fluent English & college educated
3-5+ years of professional experience
Sourcing, vetting, and onboarding support.
Access to our SOP library.

Pause or cancel anytime. No hidden fees.

Full-Time VA Plan

40 hours per week of vetted talent.

$1497/m
Start Hiring

Perfect for delegating entire workflows

40 hours per week of vetted offshore talent.
Fluent English & college educated
3-5+ years of professional experience
Custom personality tests
Sourcing, vetting, and onboarding support.
Access to our SOP library.

Pause or cancel anytime. No hidden fees.

Part-Time Strategic VA

20 hours / week of senior-level talent.

$1997/m
Start Hiring

Perfect for early-stage executives

20 hours per week of senior-level talent.
10+ years of professional experience
Sourcing, vetting, and onboarding support
Access to our SOP library.

Pause or cancel anytime. No hidden fees.

Full-Time Strategic VA

40 hours / week of senior-level talent.

$2997/m
Start Hiring

Perfect for hiring a strategic operator

40 hours per week of senior-level talent.
10+ years of experience in senior roles.
Unlimited onboarding & coaching.
Access to premium SOP templates.
24/7 priority support from Cherry Assistant.
Includes case study spotlight (opt-in).

Pause or cancel anytime. No hidden fees.

Enterprise Hiring

Volume hiring & time based discounts.

Custom
Talk to Sales

Perfect for hiring in bulk to scale a team

Hire 3-50+ offshore team members at once
Mix of essential and strategic VA options
Custom onboarding flows and SOPs
Dedicated Account Manager
Volume based discounts and pricing
Includes case study spotlight (opt-in).

Contract required for volume hiring.

ALTERNATIVE OPTION

Hire Directly

Don't need our help with management and onboarding?
Hire directly and pay a one-time headhunting fee to bring them onto
your team directly without management from Cherry Assistant.

Frequently Asked Questions

Not seeing what you're looking for? 
Read our full comprehensive FAQ.

What is Cherry Assistant?

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Cherry Assistant is an offshore staffing and recruiting agency based in the US. We help businesses in the US and the UK hire global remote talent in South Africa and the Philippines. Our hires speak great English, are college educated, and have in depth experience and skills relevant to your role. We offer bulk discounts for multiple hires, have the capacity to develop dedicated call centers, and work with single placements.

What roles does Cherry Assistant source?

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We can find an equivalent person in South Africa or the Philippines for just about any remote role in the US. Our most common roles are Executive Assistants, Sales Development Representatives, Receptionists, General Virtual Assistants, Customer Support Representatives, Appointment Setters, Social Media Managers, and Graphic Designers. If you have a specialized hiring need, we can fill it. Contact us here to discuss your hiring needs.

What is a Virtual Assistant?

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A virtual assistant is general term for an offshore professional who provides administrative, technical, or creative assistance to clients remotely. They are cost-effective alternatives to full-time employees and can be hired for both short-term and long-term tasks.

What's the difference between a Virtual Assistant and a remote worker?

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A virtual assistant is a type of remote worker who usually handles administrative, operational, or support tasks for businesses from a different location. Common tasks include inbox management, scheduling, research, customer service, and social media. Most virtual assistants work as independent contractors.

A remote worker is anyone who works outside a company’s office. This can include developers, designers, marketers, salespeople, and many other roles. They might be full-time employees or freelancers.

In short, all virtual assistants are remote workers, but not all remote workers are virtual assistants. Virtual assistants usually fill support roles, while remote workers can cover a wide range of positions, including leadership roles.

How long does it take to start with Cherry Assistant?

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Most clients are matched with a virtual assistant in about one to two weeks. We handle the sourcing, vetting, and onboarding, so you just tell us what you need and we get things moving quickly. If you have a unique request or need someone extra specialized, it might take a little longer, but we always keep you in the loop.

Why wouldn't I just hire a full time assistant myself?

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You could, but hiring on your own takes a ton of time and energy. You have to post jobs, sift through hundreds of resumes, interview candidates, and then figure out payroll, compliance, and benefits. With Cherry Assistant, you skip all the hassle and get a fully-vetted, experienced assistant who’s ready to go. Plus, you can scale up or down as your needs change, without any long-term commitments.

Is there a minimum commitment with Cherry Assistant?

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Nope, there’s no long-term contract required. You can work with us month-to-month and pause or stop anytime. We want to keep things flexible so you only pay for what you need.

How do I assign work to my virtual assistant?

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Assigning work is simple. Most clients use email, chat, or task management tools like Asana or Trello. Just let your assistant know what you need done, set priorities, and they’ll handle the rest. If you’re not sure how to set up the workflow, we’ll help you get started and make sure it fits your style.