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Industry hiring guide

Hire a Virtual Assistant for Financial Services

Delegate financial data entry, client communication, and report generation to virtual assistants, streamlining operations and enhancing efficiency in your financial services firm.

Financial Services
5example use cases
3task groups covered
SA + PHcore sourcing markets

Industry context

Why Choose Cherry Assistant for Financial Services Support

Cherry Assistant excels in handling critical financial tasks, ensuring accuracy and confidentiality while allowing your firm to focus on core business strategies and client relationships.

How Cherry Assistant helps

Our virtual assistants are well-versed in financial software and industry-specific tools, enabling smooth integration with your existing systems and workflows. They can efficiently manage complex spreadsheets, analyze financial data, and prepare comprehensive reports, saving you valuable time and resources.

We understand the importance of data security in the financial sector. Our assistants are trained in best practices for handling sensitive information, ensuring strict confidentiality and compliance with industry regulations. This allows you to delegate tasks with confidence, knowing your clients' data is in safe hands.

By using Cherry Assistant' expertise, you can scale your operations without the overhead of full-time staff. Our flexible support adapts to your changing needs, whether it's managing increased workload during tax season or providing consistent back-office support throughout the year.

Client Stories

Trusted by Business Owners Like You

Hear what Cherry Assistant clients have to say about working with our remote virtual assistants and offshore talent from South Africa and the Philippines.

Wall of Love

Task coverage

Example work Cherry Assistant handles for Financial Services.

Use these examples to pressure-test where a recurring offshore hire can take work off the founder, manager, or internal operations team.

Financial Data Entry

  • Processing accounts payable and receivable with precision
  • Inputting and reconciling financial transactions
  • Maintaining accurate client financial records
  • Generating financial reports and statements
  • Processing and categorizing expense receipts

Client Onboarding

  • Collecting and verifying KYC (Know Your Customer) documentation
  • Setting up client accounts in financial management systems
  • Processing compliance paperwork and regulatory requirements
  • Coordinating welcome packages and initial client meetings
  • Managing risk assessment questionnaires and client preferences

Compliance Documentation

  • Preparing and maintaining KYC (Know Your Customer) documentation
  • Organizing AML (Anti-Money Laundering) compliance records
  • Creating and updating regulatory filing documentation
  • Tracking and documenting client risk assessments
  • Managing disclosure and consent documentation
  • Maintaining audit trails for compliance activities

Next step

Talk through the role mix before you hire for Financial Services.

If you know the industry but want help deciding the role, support lane, and market fit, Cherry Assistant can map the shortlist with you.

See for yourself

Meet a Cherry Assistant

Our virtual assistants speak fluent English, are college-educated, and have 5+ years experience in your industry and role.

  • Fluent communication and strong timezone overlap
  • College-educated talent with real operator experience
  • Vetted for recurring work, not one-off task fulfillment
Book a Meeting
Play video testimonial from Vee

Vee

South Africa

Customer Service / Executive Assistant

How Does It Work?

3 easy steps to hire offshore talent from Cherry Assistant.

1. Discovery Call

Our expert recruiters chat with you to understand your business and hiring needs to hire the perfect candidate.

2. Intensive Vetting

We only hire the top 1% candidate out of thousands of candidates for each job. Every candidate goes through interviews, reference checks, and practical evaluations.

3. Kick Off

Meet your final candidates, choose the best fit, and we support onboarding and execution through the first month.

Flexible hiring models

Two ways to hire through Cherry Assistant.

Options for all types of companies. Choose between monthly subscription where Cherry Assistant manages payroll and retention or a direct placement where you onboard talent directly.

Option 1: Managed Staffing (Monthly Subscription)

Cherry Assistant recruits and manages the candidate, but you still work with them directly. By having Cherry Assistant retain talent, you get support on retention. Cherry Assistant manages hires using our internal time trackers, check-ins, in-house software, and white-glove onboarding.

Best for

Best for companies that want to outsource payroll, management, legal, taxes, and employment headaches to Cherry Assistant.

See managed pricing

Option 2: Direct Hire (One-Time Placement Fee)

You pay a single one-time fee. Cherry searches, screens, vets, and shortlists talent, then your team hires and onboards the candidate directly. You receive the same level of recruiting and vetting as you would with a managed service.

Best for

Best for companies that want recruiting help but prefer to own talent directly and handle payroll themselves.

Learn direct placement

Option 1: Managed Hire

Managed Staffing (Monthly Subscription) Pricing

Select a tab to view monthly subscription pricing based on experience level. These are what you can expect for most roles, but for some specialist roles like video editors, designers, and technical operators, pricing may vary.

Quarter Time

10 hours per week of vetted offshore talent.

$597/mo

Perfect for steady support

  • Fluent English and college educated.
  • 2-4 years of professional experience.
  • Sourcing, vetting, and onboarding support.
  • Access to our SOP library.
  • Reliable independent support with light oversight.
Get Started

Pause or cancel anytime. No hidden fees.

Half Time

20 hours per week of vetted offshore talent.

$897/mo

Perfect for core workflows

  • Fluent English and college educated.
  • 2-4 years of professional experience.
  • Sourcing, vetting, and onboarding support.
  • Access to our SOP library.
  • Reliable independent support with light oversight.
Get Started

Pause or cancel anytime. No hidden fees.

Full Time

40 hours per week of vetted offshore talent.

$1,697/mo

Perfect for workflow ownership

  • Fluent English and college educated.
  • 2-4 years of professional experience.
  • Custom personality testing and matching.
  • Sourcing, vetting, and onboarding support.
  • Access to our SOP library.
Get Started

Pause or cancel anytime. No hidden fees.

Example Roles

Real role examples for the current Associate tier.

Executive Assistant
Customer Support Specialist
Bookkeeper
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Client Onboarding Specialist
Project Coordinator
Sales Development Representative
Social Media Manager
CRM Specialist

Frequently Asked Questions

Get clear answers before you commit.

Not seeing what you are looking for? Read our full FAQ.

Cherry Assistant is an offshore staffing and recruiting agency based in the US. We help businesses in the US and the UK hire global remote talent in South Africa and the Philippines.

We can find an equivalent person in South Africa or the Philippines for just about any remote role in the US.

A virtual assistant is a general term for an offshore professional who provides administrative, technical, or creative assistance to clients remotely.

All virtual assistants are remote workers, but not all remote workers are virtual assistants. Virtual assistants usually fill support roles.

Most clients are matched with a virtual assistant in about one to two weeks. We handle sourcing, vetting, and onboarding.

No long-term contract is required. You can work month-to-month and pause or stop any time.