Get more done with GoTeam
Sign up here for a free 30-minute Discovery Call.
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Accountants, Financial Planners, Insurance, Investment Services, Mortgage Brokers, and Fintech.
Let’s find you remarkable Virtual Assistants with the core financial skills, computing experience, and communication and relationship-building abilities that will give your business an edge. Execute on more tasks, for far less cost than you’d expect. And gain a foothold in Asia, where some of the most helpful innovations in financial services are taking place.
So you won’t just outsource. Outsource to win!
Accountants, Financial Planners, Insurance, Investment Services, Mortgage Brokers, and Fintech.
Let’s find you remarkable Virtual Assistants with the core financial skills, computing experience, and communication and relationship-building abilities that will give your business an edge. Execute on more tasks, for far less cost than you’d expect. And gain a foothold in Asia, where some of the most helpful innovations in financial services are taking place.
So you won’t just outsource. Outsource to win!
Get more done with GoTeam
Sign up here for a free 30-minute Discovery Call.
Are you a jobseeker?
Finance
Positions that we can fill.
Finance
Positions that we can fill.
Paraplanning
Accounts Payable
Cost Accountant
Financial Planning Assistant
Payroll Officer
Accounts Receivable
Credit & Collection Assistant
Insurance Broker Admin
Procurement Officer
Auditor
Certified Public Accountant (CPA)
Inventory Cost Accountant
Property Accountant
Bookkeeper
Financial Controller
Loan Processing
Software Developer
Business Analyst
Mortgage Broker Assistant
Finance & Credit Analyst
Paraplanning
Accounts Payable
Cost Accountant
Financial Planning Assistant
Payroll Officer
Accounts Receivable
Credit & Collection Assistant
Insurance Broker Admin
Procurement Officer
Auditor
Certified Public Accountant (CPA)
Inventory Cost Accountant
Property Accountant
Bookkeeper
Financial Controller
Loan Processing
Software Developer
Business Analyst
Mortgage Broker Assistant
Finance & Credit Analyst
Champion your progress with a remarkable goteam office
Champion your progress with
a remarkable goteam office
Software our VAs Have Experience with
Champion your progress with a remarkable goteam office
Champion your progress with
a remarkable goteam office
Qualifications
- Bachelor’s Degree in Accounting, Business Administration, Commerce or Finance.
- Many are Certified Public Accountants (CPA) and some even have MBAs!
- Experience working in banking, insurance, loans and mortgage, real estate
- Experience in designing and building apps for financial services.
- Understanding of IFRS and GAAP.
Full Support for your Global Team
Health, Safety, and Wellness
- Nurse and doctor onsite for your office-based team.
- Safe, health department-approved facilities in Cebu I.T. Park. 24/7 security.
- Experience working in banking, insurance, loans and mortgage, real estate.
- Telemedicine for work-from-home teams and dependents.
Engagement, Morale, and Productivity
- Automate onboarding and training with Dothis.to
- Dedicated Results Coaches to support you and your global team.
- Personal and team effectiveness training from an ex-FranklinCovey leader.
- Virtual events (Discover You lunch, Values Awards, and gratitude celebrations) to stay connected.
Data Security
- Payments Card Industry (PCI) data security standards.
- Always-On Virtual Private Network.
- Regular audit of work-from-home team’s locations.
- Sustained training on security policies, through our enterprise software Dothis.to
Essential Support Services
- Payments Card Industry (PCI) data security standards.
- Always-On Virtual Private Network.
- Regular audit of work-from-home team’s locations.
- Sustained training on security policies, through our enterprise software Dothis.to
Full Support for your Global Team
Health, Safety, and Wellness
- Nurse and doctor onsite for your office-based team.
- Safe, health department-approved facilities in Cebu I.T. Park. 24/7 security.
- Experience working in banking, insurance, loans and mortgage, real estate.
- Telemedicine for work-from-home teams and dependents.
Engagement, Morale, and Productivity
- Automate onboarding and training with Dothis.to
- Dedicated Results Coaches to support you and your global team.
- Personal and team effectiveness training from an ex-FranklinCovey leader.
- Virtual events (Discover You lunch, Values Awards, and gratitude celebrations) to stay connected.
Data Security
- Payments Card Industry (PCI) data security standards.
- Always-On Virtual Private Network.
- Regular audit of work-from-home team’s locations.
- Sustained training on security policies, through our enterprise software Dothis.to
Essential Support Services
- Payments Card Industry (PCI) data security standards.
- Always-On Virtual Private Network.
- Regular audit of work-from-home team’s locations.
- Sustained training on security policies, through our enterprise software Dothis.to
Client's Feedback
"We are very lucky to have Rio on our team. The workload Rio produces is preceise, timely, and accurate, which is exactly what we need in the accounts team environment. Rio gets through a large workload without any fuss, and can work on her own as she knows exactly what is required of her without any prompting. She is very much a quiet achiever."
John Doe
Designer
