Why Choose Cherry Assistants for Financial Services Support
Cherry Assistants excel in handling critical financial tasks, ensuring accuracy and confidentiality while allowing your firm to focus on core business strategies and client relationships.
Cherry Assistants excel in handling critical financial tasks, ensuring accuracy and confidentiality while allowing your firm to focus on core business strategies and client relationships.
Our virtual assistants are well-versed in financial software and industry-specific tools, enabling seamless 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 leveraging Cherry Assistants' 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.
Our virtual assistants speak fluent English,
are college-educated, and have 5+ years experience
in your industry and role.
Vee
South Africa
Customer Service / Executive Assistant
We help business owners increase profits by hiring overseas talent. Save costs, scale your operations, and free your time. Our offshore talent are sourced from South Africa and the Philippines using the most intense vetting process.
Client Data Organization
Meeting Preparation & Follow-up
Financial Document Organization
Client Data Organization
Tax Document Preparation
Financial Report Generation
Tax Document Organization
Client Communication
Financial Data Entry & Verification
Client Portfolio Organization
Market Research & Property Analysis
Report Preparation & Distribution
Client Document Collection & Organization
Basic Tax Form Preparation
Client Communication
Hear what Cherry Assistant clients have to say about working with our remote virtual assistants and offshore talent from South Africa and the Philippines.
3 easy steps to hire offshore talent from Cherry Assistant.
Our expert recruiters chat with you to understand your business and hiring needs to hire the perfect candidate. Don't know what you're looking for? That's okay, we can help guide you through your current processes and find points of delegation.
We only hire the top 1% candidate out of thousands of candidates for each job. Every candidate goes through: multiple interviews with Cherry Assistant, WiFi & device compatibility checks, personality tests, reference & background checks, and demo task evaluations before presenting them to you as a candidate.
You'll meet your final 2-3 candidates and decide who you vibe with the best. Cherry Assistant does pre-training, scheduled onboarding & kick off, handles logistics, and guides you through the onboarding process for the first month.
Explore different pricing for Standard & Senior Virtual Assistants.
Perfect for light support needs
Pause or cancel anytime. No hidden fees.
Perfect for offloading recurring tasks
Pause or cancel anytime. No hidden fees.
Perfect for delegating entire workflows
Pause or cancel anytime. No hidden fees.
Perfect for early-stage founders or execs
Pause or cancel anytime. No hidden fees.
Perfect for hiring a strategic operator
Pause or cancel anytime. No hidden fees.
Perfect for hiring in bulk to scale a team
Contract required for volume hiring.
Don't need our help with management and onboarding?
Hire directly and pay a one-time headhunting fee to bring them onto
your team directly without management from Cherry Assistant.
A virtual assistant is an offshore professional who provides administrative, technical, or creative assistance to clients remotely. They are cost-effective alternatives to full-time employees and can be hired for both short-term and long-term tasks.
A virtual assistant is an offshore professional who provides administrative, technical, or creative assistance to clients remotely. They are cost-effective alternatives to full-time employees and can be hired for both short-term and long-term tasks.
A virtual assistant is an offshore professional who provides administrative, technical, or creative assistance to clients remotely. They are cost-effective alternatives to full-time employees and can be hired for both short-term and long-term tasks.
A virtual assistant is an offshore professional who provides administrative, technical, or creative assistance to clients remotely. They are cost-effective alternatives to full-time employees and can be hired for both short-term and long-term tasks.
A virtual assistant is an offshore professional who provides administrative, technical, or creative assistance to clients remotely. They are cost-effective alternatives to full-time employees and can be hired for both short-term and long-term tasks.
A virtual assistant is an offshore professional who provides administrative, technical, or creative assistance to clients remotely. They are cost-effective alternatives to full-time employees and can be hired for both short-term and long-term tasks.