Cherry Assistants deliver exceptional value by handling your day-to-day operational tasks, allowing your investment team to focus exclusively on client portfolios and relationship development.
Our investment-focused virtual assistants expertly manage client CRM updates, prepare performance reports, conduct preliminary research, and coordinate regulatory documentation to keep your practice compliant and efficient.
By delegating these essential but time-consuming tasks, your advisors gain back valuable hours each week to analyze markets, develop client strategies, and nurture high-value relationships that grow your AUM.
Cherry Assistants integrate seamlessly with your existing workflows and technology stack, providing the perfect balance of professional support without the overhead of full-time staff—scaling effortlessly as your client base expands.
Our virtual assistants speak fluent English,
are college-educated, and have 5+ years experience
in your industry and role.
Vee
South Africa
Customer Service / Executive Assistant
Our VAs bring meticulous attention to detail, ensuring your data is accurate and well-organized.
With detailed reports and actionable insights, you'll gain a clearer understanding of business performance.
We follow strict protocols to handle sensitive information securely and ensure compliance with data privacy regulations.
Easily adjust services as your business grows without the overhead of hiring full-time staff.
Let us handle repetitive data tasks so your team can concentrate on value-adding activities.
Hear what Cherry Assistant clients have to say about working with our remote virtual assistants and offshore talent from South Africa and the Philippines.
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.
A virtual assistant is 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.
A virtual assistant is 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.
A virtual assistant is 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.
A virtual assistant is 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.
A virtual assistant is 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.
A virtual assistant is 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.
