Accountants, Financial Planners, Insurance, Investment Services, Mortgage Brokers, and Fintech.

Who Can We Get for You?

 

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!

Client's Feedback

Get More Done With GoTeam

Sign up here for a free 30-minute Discovery Call.

Positions We Can Fill

position Paraplanning
position Accounts Payable
position Cost Accountant
position Financial Planning Assistant
position Payroll Officer
position Accounts Receivable
position Credit & Collection Assistant
position Insurance Broker Admin
position Procurement Officer
position Auditor
position Certified Public Accountant (CPA)
position Inventory Cost Accountant
position Property Accountant
position Bookkeeper
position Financial Controller
position Loan Processing
position Software Developer
position Business Analyst
position Mortgage Broker Assistant
position Finance & Credit Analyst

Hire for Various Financial Roles and Verticals

Delegate core yet time-draining tasks to your global team in Cebu, Philippines, led by Fiona Kesby (CEO) and Matt Kesby (Founder), who are both based in Cebu City. Protect yourself and your onshore business leaders against overload and burnout. Help make more remarkable careers and lives possible all around!

Software our VAs Have Experience with

company company

Qualifications

qualification
qualification Bachelor’s Degree in Accounting, Business Administration, Commerce or Finance.
qualification Many are Certified Public Accountants (CPA) and some even have MBAs!
qualification Experience working in banking, insurance, loans and mortgage, real estate
qualification Experience in designing and building apps for financial services.
qualification Understanding of IFRS and GAAP.

Full Support for Your Global Team

Health, Safety, and Wellness

qualification Nurse and doctor onsite for your office-based team.
qualification Safe, health department-approved facilities in Cebu I.T. Park. 24/7 security.
qualification Experience working in banking, insurance, loans and mortgage, real estate.
qualification Telemedicine for work-from-home teams and dependents.

Data Security

qualification Payments Card Industry (PCI) data security standards.
qualification Always-On Virtual Private Network.
qualification Regular audit of work-from-home team’s locations.
qualification Sustained training on security policies, through our enterprise software Dothis.to

Engagement, Morale, and Productivity

qualification Automate onboarding and training with Dothis.to
qualification Dedicated Results Coaches to support you and your global team.
qualification Personal and team effectiveness training from an ex-FranklinCovey leader.
qualification Virtual events (Discover You lunch, Values Awards, and gratitude celebrations) to stay connected.

Essential Support Services

qualification Payments Card Industry (PCI) data security standards.
qualification Always-On Virtual Private Network.
qualification Regular audit of work-from-home team’s locations.
qualification Sustained training on security policies, through our enterprise software Dothis.to
Email Us Book a Call