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Elevate your financial business with our Virtual Assistants at $7.50/hr.

Whether you're in mortgage, lending, or any other financial business, our expert virtual assistants can help you streamline your operations, reduce costs, and improve efficiency. Let us handle the administrative tasks, so you can focus on growing your business.

What is a financial virtual assistant?

A financial virtual assistant is a remote professional who provides administrative, technical, and marketing support to financial businesses, such as mortgage and lending companies. They help with the following tasks:

Client Management

Manages client relationships, responds to inquiries, schedules appointments, and provides excellent customer service. This includes tracking client interactions, resolving issues, and ensuring client satisfaction.

Document Preparation

Prepares and processes financial documents, such as loan applications, mortgage documents, and financial reports. This involves collecting and organizing necessary documents, ensuring accuracy, and meeting deadlines.

Data Entry and Analysis

Enters financial data into spreadsheets and databases, analyzes financial data to identify trends and patterns, and prepares financial reports for analysis.

Marketing and Sales Support

Assists with marketing and sales activities, such as creating marketing materials, managing social media, and generating leads. This includes designing marketing collateral, scheduling social media posts, and following up on leads.

Appointment Scheduling

Manages the financial advisor's schedule, books appointments, and sends reminders to clients. This involves coordinating schedules, sending appointment confirmations, and rescheduling appointments as needed.

Email Management

Track inventory levels, reorder products as needed, optimize inventory levels to minimize stockouts and excess inventory, and manage supplier relationships to ensure timely deliveries.

Market Research

Conducts market research, analyzes industry trends, and gathers information on financial products and services. This involves researching financial regulations, analyzing market data, and preparing reports.

Administrative Tasks

Handles general administrative tasks, such as managing calendars, making travel arrangements, and preparing expense reports. This includes scheduling meetings, booking flights and accommodations, and submitting expense claims.

Dominate your industry with our culturally-aligned Virtual Assistants.

95% Client-VA match success rate

We carefully assess each client's unique needs and pair them with the most suitable virtual assistant from our extensive pool of highly skilled professionals. 

Access to over 1k+ pool of Filipino candidates

Access a diverse pool of over 1000 skilled virtual assistants. We match you with the perfect talent to elevate your business.

Save up to 70% cost

Our affordable rates and efficient virtual assistants help you maximize your budget. By outsourcing non-core tasks, you can reduce overhead costs and improve productivity.

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Trusted by Founders, Executives, and Thought Leaders worldwide

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Rate starts at $7.50/hr

Work with the same person

Month-to-month contract

Hire in less than 1 week

Here are the simple steps to start working with a Realynker:

Fill out the form to book a call with us

Schedule a brief call with our team to discuss your specific needs. We will tailor a solution that perfectly aligns with your goals.

Interview candidates

You will receive detailed resumes, including their work history, proficiency in relevant software, and voice samples, to help you make an informed decision.

Get going

Once you were able to pick a candidate, we will onboard your VA and have them sign an NDA so you can start working with them in less than 1 week.

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Join the 57% of ecommerce businesses outsourcing to the Philippines.

Maximize your productivity and minimize your costs

Month-to-month contract. Cancel anytime

Frequently asked questions

What is your policy on candidate replacements if they don't meet my expectations?

We have provisions for FREE replacements if a placed candidate does not meet your expectations. We aim for your complete satisfaction.

Will Realynk provide tools needed for my business?

Realynk can offer recommendations and guidance on tools and software that may enhance your experience in managing virtual staffing services.

However, it's important to note that all client-related tools, including project management software, communication platforms, and any other specific tools, should be provided and managed by our partner clients.

We can collaborate with you to ensure that our virtual staffing seamlessly integrates with your preferred tools and systems for effective communication and project management.

What are your billing terms and payment methods?

Our billing terms and accepted payment methods are outlined in our billing agreements. We typically accept bank transfers, ACH, Paypal, and other secure methods.

Do you bill hourly or monthly basis?

We bill monthly in advance for our services. This means that you will receive an invoice at the beginning of each month for the upcoming month's services.

Advance billing allows smooth and uninterrupted service delivery, ensuring that your virtual staffing needs are met without any disruptions.

It also provides you with clarity regarding the upcoming month's costs from the outset, making financial planning more straightforward.

What is your policy on data security and confidentiality?

Our Realynkers signed an NDA before they can work for our clients.

The Philippines is also covered by the Data Privacy Act, which is equivalent to HIPAA in the US.

Will I be directly working with my virtual staff, or is there an intermediary?

Yes, you will directly collaborate with your virtual staff. Our aim is to foster a direct and productive working relationship between you and your virtual staff.

However, we also have a dedicated support team in place to address any questions, concerns, or additional assistance you may require.

Our support team is here to ensure a seamless experience and can expound on any matters as needed, enhancing the efficiency and effectiveness of your collaboration with your virtual assistant.

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500 4th St, Albuquerque, NM, 87102

Cagayan de Oro, Philippines, 9000

[email protected]

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