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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!
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
Champion your progress with
a remarkable goteam office
Software our VAs Have Experience with
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.
- 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
- Professional and thorough talent search and recruitment
- Hassle-free, transparent processing of payroll and benefits
- 24/7 IT support
- Facilities management onsite. Support for work-from-home teams.
Client's Feedback
"Ellen has good time management, fast understanding of processes, and has an eye for detail and accuracy. She is always on time when it comes to her deliverables and does her job well when it comes to managing, evaluating, and adjusting financial statements. We are very happy with her work and contributions to the team."
Ellen F.
Contract and Data Administrator
