Filipino Virtual Assistants For Financial And Wealth Advisors
Free up your time, streamline your back office, and deliver a premium client experience — all with a professionally trained Filipino virtual assistant who understands the pace and pressure of the financial industry.
Why Financial Advisors Choose Armasourcing VAs
You work in a high-trust, high-stakes industry — and every minute counts. Whether you’re building a portfolio, nurturing client relationships, or managing compliance tasks, your time is best spent on advisory, not admin.
That’s where we come in.
Our Financial VA Support Package matches you with a skilled Filipino virtual assistant trained to handle the unique workflows and confidentiality demands of financial professionals. You’ll save time, reduce stress, and serve clients more efficiently — without hiring a full in-house team.
What You Get with a Financial Advisor VA
All Armasourcing VAs go through rigorous vetting, industry training, and client alignment before Day 1. We match based on experience, tools, and time zone — so your VA feels like part of your office, even remotely.
Dedicated Virtual Assistant
Full-time or part-time VA aligned to your working hours and tool stack
Calendar and Meeting Management
Coordinate calls, reviews, and check-ins with ease. Automated reminders included.
Client Onboarding Support
Handle form collection, CRM entry, follow-ups, and documentation.
CRM & Data Management
Keep your client database up-to-date, tagged, and audit-ready.
Document Preparation & Formatting
Prepare pitch decks, financial plans, summaries, and PDF reports.
Compliance Support (Non-Advisory)
Help track document expiration, policy timelines, and follow-up tasks.
Who This Is Perfect For
This service is tailored for professionals in:
Independent Financial Advisors Spending too much time on admin and not enough on clients
Wealth Management Firms Needing scalable, cost-effective support across multiple portfolios
Insurance Brokers Juggling CRM updates, follow-ups, and client paperwork
Why Work with Armasourcing
We’re not a freelancer marketplace. Armasourcing is a mission-driven agency based in the Philippines, delivering vetted, trained, and reliable Filipino virtual assistants backed by strong operational systems.
Filipino-led with deep hiring expertise
Timezone-aligned support
110-Day Perfect Hire Guarantee
10% of all revenue
We’ve scaled faster in 6 months with Armasourcing than we did in the past 2 years. Alessandra is a rockstar. The dedication, the honesty, and the results are all top-tier.
Chief Executive Officer, BrightWave Solutions
What Success Looks Like
Imagine starting your day with your inbox already sorted, your meetings confirmed, and yesterday’s loose ends handled. Your VA has already responded to inquiries, updated your CRM, and flagged any urgent issues — so you can jump straight into the work that grows your business.
Clients using our Growth Starter VA service have reported:
30–40% more time spent on client strategy and portfolio review
Up to 50% reduction in admin turnaround time
Higher client retention due to faster responses and smoother onboarding
Peace of mind with critical tasks handled, even when they’re offline
- Faster Task Turnaround Without Micromanaging
- Fewer Missed Follow-Ups And Client Inquiries
- Easier Mornings With Inbox And Schedule Already Handled
- Higher Quality Customer Interactions
- More Time To Focus On Strategic Decisions
- Better Consistency In Internal Processes
- Improved Client Satisfaction And Loyalty
- Fewer Distractions And Context-Switching
- A Smoother Onboarding Process For New Clients
- Peace Of Mind Knowing Things Are Getting Done — Even When You're Offline
Getting Started Is Simple
Book a Discovery Call
We learn your processes, pain points, and goals.
Meet Your Matched VA
Based on your workflow, we handpick a VA who fits your toolstack and schedule.
Start with Guided Onboarding
We help your VA integrate into your systems and handle the SOPs, documentation, and tools.
Contact Us To Get Started
Tell us about your support needs.
Check Our Services
Whether you’re buried in admin, invisible on Google, or struggling to deliver client work on time, our tailored packages give you the right mix of strategy and skilled Filipino support.
For founders who are tired of being the bottleneck in their own business, the Growth Starter VA is the first real step toward freedom. You’ll be matched with a dedicated, English-proficient Filipino virtual assistant who handles your admin, customer service, scheduling, and day-to-day tasks with confidence.
- Solopreneurs
- Coaches
- Founders
We handle the full local SEO stack — from Google Business optimization to content creation, on-page fixes, and citations — while assigning you a trained SEO VA who helps implement and maintain your growth plan. .
- Contractors
- Service-Based Businesses
- Local Entrepreneurs
We combine white-label SEO services — including audits, blogs, backlinks, and reporting — with a highly trained VA who blends into your systems and supports your client operations. It’s your plug-and-play solution to scale faster, serve better, and protect your margins.
- Agencies
- Consultants
FAQs
Got questions? We’ve got answers.
We handle everything from recruitment to onboarding, so you get the right talent without the hassle.
Filipino talent is known for being hardworking, reliable, and fluent in English, making them a great fit for global teams.
We screen, train, and monitor every team member to ensure they meet your standards from day one.
Yes, we offer flexible staffing options based on your needs and budget.
You can easily collaborate using tools like Zoom, Slack, Trello, or whatever platform you prefer.
Yes, we prioritize confidentiality and require all team members to sign NDAs.
Still have questions?
Feel free to reach out to us