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
I have had full time admins running large business before and I never will again with this team. Their flexibility to get the job done is second to none!
I am a brand new jewelry startup founder, and I was very lucky to come across Equivity. I was matched with an experienced VA with high-level executive assistant experience. Couldn’t be happier. 10/10.
The quality and professionalism of Equivity virtual assistants is outstanding. My virtual assistant not only provides excellent executive administrative support, but can also anticipate my needs and handle complex projects. We now utilize Equivity for our marketing and membership programs as well. I highly recommend their services.
Equivity knows how to create a business owner, sales person, CEO more time to do what they are good at. Or, simply focus on some much needed time off. I own a business and not one of our employees is a specialist in social media and blogging. So I hired an expert in the field. We are wowing my industry with content. I am very excited about my future with this company. I could not be more happy.
Within hours I knew Equivity was one of the best investments I’d ever made. Erica handles my schedule with prompt, professional courtesy that makes life as a freelancer SO much easier. I’m very glad I went with Equivity.
I came to Equivity to get more than just an administrative helper, but a project manager who could exercise discretion and judgment without close supervision. My virtual assistant has exceeded my expectations and has become a critical component of my business.
I hired on Equivity because with my business growing and expanding so rapidly, I was constantly getting bogged down by administrative minutia. My VA has been a huge help with everything from data entry to website updates and even to customer and vendor outreach. I can now actually focus my efforts on running and growing my business. I highly recommend Equivity’s services!
I’ve always wanted to start a business where my entire front office is subcontracted to third party professionals to keep overhead below average and professionalism above average. This includes bookkeeping, client communications, scheduling, marketing and anything else I need. I’ve tried dozens of firms and people trying to piece it together with no luck. Then I met Eric and Equivity. They are handling all of this for me and more. So I now have the time to focus on what I am good at; sales. My employees love working with them too. Since we are approaching one year together, we are thinking alike too which is a great sign for the team. Definitely recommended. A 5-Star operation.
Convenient, high quality, great price. I will be increasing the hours we hire on Equivity for the foreseeable future. Patty does excellent work for us!
Equivity’s virtual assistants are intelligent, flexible and super-responsive. They have a real personal touch and always go the extra mile for us.
When I came to Equivity, I needed an assistant with specialized skills—someone who could manage administrative projects and also master our complex inventory management system in a short period of time. Equivity matched me with a virtual assistant who has exceeded my expectations.
How Does It Work?
Flexible and Fast.
Customized support & scalable
plans to fit your needs.
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