Wealth Management - Outsource Access

Redefine How You Scale Wealth Management Firm

with highly talented and affordable virtual staff from the Philippines with Outsource Access

Scale Efficiently with the Leading Full-Service Business Process Outsourcing and Virtual Assistant Company

We Document Processes for You: The OA Signature Playbook!

In wealth management, every detail matters. The OA Signature Playbook is your personalized guide, documenting every process your virtual assistant handles—from invoicing clients, setting up payroll and even preparing tax and insurance forms.

It’s a proven system to enhance efficiency, reduce errors, and streamline your operations.

Download a sample or book a call to see how leading firms scale smarter with Outsource Access.

Client Processes Playbook

Redefine How You Scale with a
Wealth Management Virtual Staff

Managing wealth requires precision, but administrative tasks can pull your focus from serving clients and growing your firm.

Outsource Access offers specialized virtual assistant services tailored for wealth management professionals. From generating reports to reconciling tax filings, our assistants streamline your operations, letting you focus on building strong client relationships and driving growth.

Ready to transform your wealth management firm?
Take a quick tour of our headquarters in the Philippines with Outsource Access Founder and CEO, Brad Stevens.

 

Watch Behind the Scenes as Our CEO Gives You a Tour of Our Offices in the Philippines

I don't have any more questions. I'm ready to get started risk-fee to explore working with affordable, offshore staff from OA.

I still have a few questions and would like to do a discovery call about my business with an OA specialist.

What an Wealth Management Virtual Staff Can Do For Your Business

Tasks an Wealth Management staff can do

Accounts Payable

  • Invoicing Clients
  • Generating Expense Reports
  • Setting Up Payroll Through QuickBooks (or other similar platforms)
  • Posting Journal Entries
  • Generating Aging Reports
  • Generating Financial Reports

Accounts Receivable & Bookkeeping

  • Updating Project Invoices
  • Assisting in Bookkeeping and Job Costing
  • Reconciling Tax Filings
  • Reviewing General Ledger
  • Document Delivery & Data Entry

    • Email Monitoring
    • CRM Management
    • Preparing Taxes & Insurance: 1095 Forms, 6056 Worksheet, and W2 Entries
    • Manual Entry of Invoices
    • Balance Sheet Capture
    • Data Extraction and Management from PDF Files
    • Preparing Financing Package
    • Compiling Reimbursement Receipts

Want to See Exactly What We Do for Wealth Management Companies?

Click below to download our detailed Wealth Management playbook for all the task that Outsource Access can do in your organization.

Get Your Outsourcing Processes Playbook for Wealth Management

Hear It First-Hand

Join CEO Brad Stevens as he shares how a product failure became the turning point that led to the founding of Outsource Access. In this inspiring video, Brad takes you through the journey of building a company that has grown to over 500 team members in just 4.5 years, earning 8 national and global awards along the way.

Hire an Wealth Management Virtual Staff Today

Step 1:

Conduct a Complimentary Discovery Process with Our Team

Step 2:

Our Award Winning Matching Team will Source Talent

Step 3:

Our Team Will Start Adding Value from Day 1 with Our Signature Onboarding Program

A 20-Minute Video That Answers All Your Burning Questions

A 20-Minute Video That Answers All Your Burning Questions

Let’s face it—finding time for a 20-minute video isn’t easy, especially with a busy schedule. But if you’re considering a Virtual Assistant to streamline your operations, this video with Outsource Access Founder and CEO Brad Stevens is designed to simplify your decision-making process.

Don’t just take our word for it! Many clients have said, “I didn’t expect to watch the whole 20 minutes, but it felt like you were reading my mind—answering every question I had. By the end, I had a clear understanding of everything!”

Spend just 20 minutes with us, and you’ll gain valuable insights that could transform the way you work.

Let’s face it—finding time for a 20-minute video isn’t easy, especially with a busy schedule. But if you’re considering a Virtual Assistant to streamline your operations, this video with Outsource Access Founder and CEO Brad Stevens is designed to simplify your decision-making process.

Don’t just take our word for it! Many clients have said, “I didn’t expect to watch the whole 20 minutes, but it felt like you were reading my mind—answering every question I had. By the end, I had a clear understanding of everything!”

Spend just 20 minutes with us, and you’ll gain valuable insights that could transform the way you work.

I don't have any more questions. I'm ready to get started risk-fee to explore working with affordable, offshore staff from OA.

I still have a few questions and would like to do a discovery call about my business with an OA specialist.

Here's what our existing customers have to say

Featured in​

We have helped over 300 clients in 50+ industries saving thousands of hours of time and resources.

Frequently
Asked Questions

Here are some questions we got all the time, rest assured, you’re in good hands!

Your Virtual Assistant can work any timezone that you prefer. We will say though, that a lot of our US clients actually prefer their VA to work overnight so that work is completed when they get in the office in the morning.

Our workers are all from the Philippines where they are taught English from an early age. English is their second language.
The accent is very very minimal.

We love to offer our clients the security of flexibility. You will just need to let us know 90 days in advance if you need to cancel for whatever reason.

We hear this all of the time. Most of our clients don’t realize how much time their tasks are taking, nor do they realize how much more can be given to their VA that they’re not currently doing. Many of these same clients come to us to hire a second VA in no time.

We hire fast learners, great communicators and VAs that take feedback exceptionally well. They will be trained in all admin tasks and may have specialty in your field. They are just like a US- based employee, you will still need to train them on your company’s processes and some knowledge of your industry.

We offer you several candidates to interview and hire. If for whatever reason, the VA that you decide to choose and hire is not working out, you can let us know and we can match you with a better fit.

Your VA creates a playbook of all of your processes starting day 1. In the unlikely event that a VA should leave for any reason, we can have another VA hired and trained on your processes. Of course you’ll have to introduce him or her to your company, but the down time should be minimal.

I don't have any more questions. I'm ready to get started risk-fee to explore working with affordable, offshore staff from OA.

I still have a few questions and would like to do a discovery call about my business with an OA specialist.

Select a spot
below to get started

Please select a date and time to schedule a demo with a member of our team

What to expect on the call:

  • We take the time to understand your needs and goals to see if working with us is a fit
  • You walk away with a preliminary high-level plan of how we will help you grow
  • You understand EXACTLY what tasks our Virtual Staff can do in your business immediately
  • You know the next steps on having your very own virtual assistant

What to expect on the call:

  • We take the time to understand your needs and goals to see if working with us is a fit
  • You walk away with a preliminary high-level plan of how we will help you grow
  • You understand EXACTLY what tasks our Virtual Staff can do in your business immediately
  • You know the next steps on having your very own virtual assistant
From Day 1, we will document your processes and workflows with the tasks that your Virtual Staff will be doing. This gives you a custom playbook for the specific needs of your business. Check out our sample playbook for your industry.

Get Your Outsourcing Processes Playbook for Wealth Management

Click "Book a Call" to have a discovery call with our team to get a complimentary analysis to see if Outsource Access could help Redefine How You Scale or if you want to learn more about our processes click "Get Started"

Want to Learn More?

Watch our free video outline with Case Studies and Examples.

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