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
Loriza B.
Customer Success Coordinator
Client: An education management services group in Sydney.
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Positions 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
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
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.
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
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.
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