✓ Build and maintain relationships with your clients
✓ Manage your client inquiries and correspondence
✓ Foresee your clients’ insurance needs, such as policy amendments
✓ Assist in insurance policy applications
✓ Manage client’s lapsed payments & dishonour status
✓ Assist the client with any claim request on their policies
✓ Keep relevant records and update client information
✓ Prepare new or update an existing fact find for superannuation
✓ Contact clients for documents/forms
✓ Process investment purchase, switch and sell down
✓ Process rollovers
✓ Prepare and send client invoices using Xero or manually
✓ Prepare market comparisons
✓ Assist in preparation for tax return and compliance reporting
✓ Update client paper and electronic files, ensuring that they are compliant
✓ Completing, checking, submitting and processing the necessary application forms
✓ Prepare basic SoA’s such as life insurance only and superannuation rollovers (for a strategy based SoA’s we can establish a relationship for you with specialised SoA paraplanners)
✓ Prepare Record of Advice
✓ Enter client data into financial planning software
✓ Liaise with fund managers, administrators and life companies regarding client’s financial situation
✓ Assist with research into client recommendations
✓ Advice Prep
– Call existing super funds to collect information
– Prepare the SoA and rollover paperwork
– Enter the information into ClearDocs to prepare the required documentation
– Collate the documentation, review it for accuracy, provide to adviser or client via soft copy
– Perhaps prepare the investment strategy using the client’s Risk Profile
✓ Implementation
– Standard rollover and insurance processes
– Implement required trades
– Provide updates to other advisers as necessary
– Email compliance information
✓ Ongoing
– Portfolio reviews
– Insurance reviews
– Contribution tracking
– Providing information to the administrator/accountant as required
✓ Build and maintain relationships with your clients
✓ Manage your client inquiries and correspondence
✓ Foresee your clients’ insurance needs, such as policy amendments
✓ Assist in insurance policy applications
✓ Manage client’s lapsed payments & dishonour status
✓ Assist the client with any claim request on their policies
✓ Keep relevant records and update client information
✓ Prepare new or update an existing fact find for superannuation
✓ Contact clients for documents/forms
✓ Process investment purchase, switch and sell down
✓ Process rollovers
✓ Prepare and send client invoices using Xero or manually
✓ Prepare market comparisons
✓ Assist in preparation for tax return and compliance reporting
✓ Update client paper and electronic files, ensuring that they are compliant
✓ Completing, checking, submitting and processing the necessary application forms
✓ Prepare basic SoA’s such as life insurance only and superannuation rollovers (for a strategy based SoA’s we can establish a relationship for you with specialised SoA paraplanners)
✓ Prepare Record of Advice
✓ Enter client data into financial planning software
✓ Liaise with fund managers, administrators and life companies regarding client’s financial situation
✓ Assist with research into client recommendations
✓ Advice Prep
– Call existing super funds to collect information
– Prepare the SoA and rollover paperwork
– Enter the information into ClearDocs to prepare the required documentation
– Collate the documentation, review it for accuracy, provide to adviser or client via soft copy
– Perhaps prepare the investment strategy using the client’s Risk Profile
✓ Implementation
– Standard rollover and insurance processes
– Implement required trades
– Provide updates to other advisers as necessary
– Email compliance information
✓ Ongoing
– Portfolio reviews
– Insurance reviews
– Contribution tracking
– Providing information to the administrator/accountant as required
✓ Manage incoming emails, faxes and message bank
✓ Schedule appointments, meetings and events
✓ Maintain and organise files
in clients’ database
✓ CRM, Google Sheets, Excel and
website data entry
✓ Responsible for responding to outbound and
inbound written and phone enquiries
✓ Respond to client enquiries, answer questions,
and resolve any issues that may arise
✓ Prepare and maintain financial
and business documentation
✓ Manage incoming emails, faxes and message bank
✓ Schedule appointments, meetings and events
✓ Maintain and organise files
in clients’ database
✓ CRM, Google Sheets, Excel and
website data entry
✓ Responsible for responding to outbound and
inbound written and phone enquiries
✓ Respond to client enquiries, answer questions,
and resolve any issues that may arise
✓ Prepare and maintain financial
and business documentation
Susi’s purpose is to bring you high calibre virtual staff that provide cost and time efficiencies in your business and allow you to focus on the things that really matter.
Susi’s purpose is to bring you high calibre virtual staff that provide cost and time efficiencies in your business and allow you to focus on the things that really matter.
Tash is excited to bring a practical and consultative solution to business owners to help them wrangle back control of what’s most important to them, by introducing the wonderful world of virtual assistants.
Tash is excited to bring a practical and consultative solution to business owners to help them wrangle back control of what’s most important to them, by introducing the wonderful world of virtual assistants.
Carolina is here to help financial planners find the best virtual staff and on-going support to leverage a tangible competitive advantage.
Carolina is here to help financial planners find the best virtual staff and on-going support to leverage a tangible competitive advantage.
"Offshoring had sounded like a good idea for some time, but where to start? I'd put off any real consideration for years before I became a client of VA Platinum. At the time, I felt I was taking a leap of faith in Brian, through previous business dealings he'd earned some trust, so I was willing to 'give it a go'. Since that day I have never looked back...."
