U.S. Quality Offshore Talent
Hand-Selected & Vetted
No Contracts Required
Free up your team from scheduling appointments, managing client communication, organizing documents, updating CRMs, and handling daily administrative tasks. Intelus Agency matches financial services businesses with dedicated remote professionals who help keep operations organized, clients supported, and your business running efficiently.
free consultation
Intelus Financial Services Virtual Assistants support financial professionals who need reliable administrative assistance without the cost of hiring additional in-house staff.
Support client communication, appointment scheduling, CRM management, and administrative workflows so advisors can spend more time serving clients.
Free Consultation
Coordinate appointments, organize client documentation, follow up with prospects, and keep administrative tasks moving efficiently.
Free Consultation
Manage calendars, maintain client records, prepare documents, and support day-to-day operations while improving the client experience.
Free Consultation
Provide administrative support for growing financial businesses through scheduling, document management, customer communication, and office administration.
Free Consultation
A dedicated Financial Services Virtual Assistant can handle time-consuming administrative responsibilities, improve client communication, and keep your business organized so your team can focus on delivering exceptional financial guidance.
Coordinate consultations, annual reviews, client meetings, and follow-up appointments while keeping advisors' calendars organized and up to date.
Free ConsultationRespond to inquiries, confirm appointments, follow up with prospects, and provide timely communication that helps strengthen client relationships.
learn more
Maintain accurate client records, update contact information, log interactions, and ensure your CRM remains organized and current.
Learn MorePrepare client packets, organize financial documents, manage digital files, and help maintain accurate records for day-to-day operations.
learn more
Handle email management, data entry, filing, reporting, and other routine administrative tasks that keep your office running efficiently.
learn moreAssist with collecting documentation, preparing onboarding materials, organizing client information, and creating a smooth experience for new clients.
learn more
Update databases, process information accurately, maintain spreadsheets, and ensure important business records remain organized.
learn more
Compile information, prepare reports, organize financial data, and assist advisors with research and administrative projects.
Learn More
Assist with preparing invoices, tracking payments, organizing billing records, and supporting internal accounting processes.
Learn more
Prepare meeting agendas, organize client documents, gather supporting materials, and ensure advisors are prepared before every client meeting.
Learn more
Request client reviews, update your website or social media, assist with newsletters, and help maintain your firm's online presence.
Learn more
Track ongoing projects, manage internal task lists, coordinate deadlines, and help keep day-to-day operations running efficiently.
Learn more
Hiring the right remote professional is about more than filling a position—it's about finding someone you can trust to support your clients and your business. Intelus Agency carefully matches financial services businesses with dependable, highly skilled remote professionals who integrate seamlessly into your team.
Your virtual assistant works exclusively with your business, becoming a reliable extension of your team instead of juggling multiple clients.
Clear communication helps create a better client experience while making it easier to coordinate internally and respond promptly to client needs.
Your remote professional can work during your preferred business hours, making collaboration with your staff and clients seamless.
We recruit talent with experience supporting financial advisors, wealth managers, insurance agencies, mortgage brokers, investment firms, and other providers.
We continue recruiting until you find the right professional for your firm, giving you confidence that you're hiring the best long-term fit.
We believe you should stay with us because you're happy with the results, not because you're locked into an agreement.
Hiring a Financial Services Virtual Assistant through Intelus Agency is simple. We handle the recruiting process so you can focus on growing your business while we find a dedicated professional who fits your team.
Yes. Intelus Agency matches you with dedicated remote professionals who can work during your preferred business hours, allowing them to collaborate with your team and provide timely support to your clients.
Many candidates have experience using popular CRM, financial planning, productivity, and business management software. If your firm relies on specific platforms, we'll recruit professionals with the experience you're looking for.
Absolutely. You'll receive a shortlist of qualified candidates and have the opportunity to interview each one before making your hiring decision.
In most cases, we begin presenting qualified candidates within 1–2 weeks after your consultation, depending on your hiring requirements.
We work with financial advisors, wealth management firms, RIAs, insurance agencies, mortgage brokers, investment firms, financial consultants, tax professionals, CPA firms, and other financial service providers.
Intelus Agency offers unlimited recruiting, so we'll continue recruiting until you find the right dedicated professional for your business.
Yes. We offer flexible staffing solutions, whether you need part-time support or a full-time dedicated professional.
Yes. Your virtual assistant can help organize client paperwork, collect required documentation, prepare onboarding materials, maintain digital files, and keep client records organized throughout the onboarding process.
Our Financial Services Virtual Assistants provide administrative and operational support but do not perform licensed financial, legal, or regulated activities such as providing investment advice, executing trades, or offering financial planning services. They work alongside your team by handling the administrative tasks that keep your business running efficiently.
