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.

Financial Services

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.

Example Tasks That Our 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
INDUSTRY RESOURCES

Plan your Financial Services hiring strategy with more context

Use these pages to validate budget, geography, timing, and how this industry should approach offshore support.

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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.

Play video testimonial from Vee

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.

2. Intensive Vetting

We only hire the top 1% candidate out of thousands of candidates for each job. Every candidate goes through interviews, reference checks, and practical evaluations.

3. Kick Off

Meet your final candidates, choose the best fit, and we support onboarding and execution through 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.

ALTERNATIVE OPTION

Hire Directly

Do not need our help with management and onboarding? Hire directly and pay a one-time headhunting fee to bring talent onto your team without ongoing management from Cherry Assistant.

Frequently Asked Questions

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

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.

We can find an equivalent person in South Africa or the Philippines for just about any remote role in the US.

A virtual assistant is a general term for an offshore professional who provides administrative, technical, or creative assistance to clients remotely.

All virtual assistants are remote workers, but not all remote workers are virtual assistants. Virtual assistants usually fill support roles.

Most clients are matched with a virtual assistant in about one to two weeks. We handle sourcing, vetting, and onboarding.

No long-term contract is required. You can work month-to-month and pause or stop any time.