Are you a financial services business looking for the most efficient way to manage administrative tasks? As a financial services professional, you know better than anyone that time is money. Every minute spent on administrative tasks takes away from growing your business and servicing your clients. That’s why we offer virtual executive assistant services to help businesses like yours handle the day-to-day tasks that bog down their operations.
Equivity offers a flexible and budget-friendly alternative for financial service professionals and businesses, such as financial advisors, financial planners and firms, to access on-demand, scalable expertise for both short and extended durations, which is a more cost-effective option than employing a full-time employee. Delegating your administrative and office support responsibilities to a virtual executive assistant through Equivity enables you to have more time to concentrate on essential duties, including client communication, lead generation, and business expansion.
With extensive industry experience and a broad range of knowledge and expertise, our team of virtual assistants is well-equipped to handle a variety of tasks, including scheduling appointments, managing emails, handling phone calls, data entry, preparing reports, and more. They are also all based in the US, ensuring clear communication and efficient collaboration. Whether you need a specialist in Bookkeeping, Human Resources, or Project Management or an executive assistant for your CEO, Equivity has got you covered.
Looking for flexibility? Our virtual assistant services are tailored to meet your unique business needs. We carefully handpick a dedicated specialist from our team of experienced professionals or assemble a team of virtual assistants to provide support across multiple areas. And the best part? You can add as many team members as you need without any additional charges. With Equivity, you can focus on what you do best – growing your business.
YOUR VIRTUAL ASSISTANT CAN HELP YOUR TEAM WITH:
- Bookkeeping/QuickBooks
- Recruiting
- HR Administration
- Client/Customer Outreach
- Office Management
- Email Inbox Management
- Calendar Management
- File Management
- Personal Assistance
- Event Planning
- Data Entry
- Proofreading and Editing
- Transcription
- Research
- Travel Arrangements
Virtual Administrative Assistant Plans and Pricing
Need a customized plan, a virtual assistant team, or want to include virtual receptionist services? Contact Us
Why Equivity?
No Contracts. No Hassle.
Just experienced US-based support
the way you need it.
Dedicated Support
US-Based Specialized Expertise
Flexible Monthly Plans
Client Experience Managers
What people are saying About Equivity
How Does It Work?
Flexible and Fast.
Customized support & scalable
plans to fit your needs.

Talk to Us

Placement & Interview

Sign Up
