Industry-trained remote talent
A remote professional from Latin America who runs client onboarding, CRM and scheduling so advisors spend their time with clients and prospects.
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3-candidate shortlist in 48 hours
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Save up to 70% vs a US hire
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Top 1% vetted talent
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No placement fees
We send vetted, industry-ready candidates to your inbox within 48 hours.
In short
A financial services virtual assistant is a vetted remote professional who handles client onboarding and paperwork, CRM data hygiene, meeting scheduling and prep, account servicing follow-up, and reporting for advisors and RIAs — so your team focuses on relationships and planning.
What they handle
They run onboarding, CRM and scheduling so advisors advise.
Their stack
They arrive already fluent in the tools your team runs on, so there's no ramp-up tax on day one. Working in a niche platform? We match for it before you ever interview.
Ready to meet the team
A sample of the vetted, bilingual professionals available now. Your 3-candidate shortlist lands within 48 hours.
Profiles shown are illustrative of talent typically available.
Real savings
A nearshore hire through Virtustant lands well below a comparable US salary — with zero placement fees and no long-term lock-in. Here's what that looks like in real numbers.
saved per year vs a comparable US hire
all-in rate · zero placement fees · up to 70% less than a US salary
Answered
The questions we hear most from teams weighing a remote hire. Still not sure it's the right fit? Book a quick call and we'll walk you through your specific case.
What does a financial services VA do? Client onboarding, CRM hygiene, scheduling, account servicing follow-up and report prep for advisors and RIAs.
How much does it cost? From about $7/hour, up to 70% less than a US hire, with no placement fees.
How fast can I hire? A 3-candidate shortlist within 48 hours.
