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Virtual Assistant SERVICES For Financial Businesses

Virtual Assistants can provide a wide range of services for finance businesses, from handling customer inquiries, email and diary management, travel arrangements to managing accounting and bookkeeping tasks.

Virtual Assistants are highly skilled at multitasking and can often complete tasks more quickly and efficiently than in-house employees, whilst eliminating the HR requirements and extra costs, but still being portrayed and seen as a fully embedded seamless extension of your business.

In addition, Virtual Assistants can be hired on an as-needed basis, which can save businesses money on overhead costs.

Virtual Assistant services can help businesses to free up time and resources so that they can focus on their core competencies. As a result, Virtual Assistants can be a valuable asset for any finance business.

Virtual Assistant Services For Finance Businesses

We offer a wide range of administrative services for businesses in the finance sector that will free up your time and save you money.

These services include:



General recordkeeping, client and supplier communication, data input, licence and contract applications, digital and paper management, quote and invoice production, system review and monitoring, holiday cover, scheduling and job control, sales enquiries and lead generation support


PA Support

Diary and email management, meeting arrangement and scheduling, client liaisons, answering and responding to calls, transcription and minutes



Bookkeeping, reporting, VAT return preparation, year-end account preparation, reconciliation, supplier payments, payroll, accounting communications, customer and supplier invoicing, CIS payment, staff and business recording, credit control



Advertising and recruitment process, right to work and DBS checks, new starters and inductions checklist, handbooks, policies and procedures, contracts, exit documentation, employment templates, performance reviews arrangement and recording, overtime recording and payments, holiday and sickness monitoring, job descriptions and task books


Project support

Office start-up and moves, process review and reporting, service level agreements, company events, award applications, presentations and proposals, speech writing, process and system review, set up of new systems, journey flow charts


Industry compliance

Health and safety policies and records, terms and conditions, method statements, risk assessment documentation, bid writing, contract production, GDPR, equal opportunities, disability, and gender equality policies


Marketing, social media and digital management

Social media platform set ups, collating and scheduling posts, spreadsheet management, system reviews and set up, email account management



Booking events, arranging holidays and itineraries, research, personal finances and appointments, sourcing gifts and activities


Support your professional development with our bespoke e-learning courses.  Further your skills and enhance your career with our certified training, whilst learning at your own pace.

Get in touch

Call us on 020 3983 5333, email, or send us a message to find out how our administrative services can support you and your business. We’re always happy to discuss your requirements so that we can determine how we can help.

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Why work with us?

  • Tailored service
    No one person or business is the same, something we are always conscious of when listening to your requirements to decipher the approach to meet your demands.
  • Never miss a deadline
    You can trust us to deliver on time, if not before the deadline.
  • Sustainability and growth
    We match your vision to the team member with the best skills, capacity and personality to support and grow with you and your needs.
  • Quality control
    Not only do you benefit from personal support, but as an added benefit all tasks are overseen by an Operations Manager to ensure quality of work.
  • Buddy system
    You will receive constant service throughout the year.  Our senior team members cover any holiday and sickness absence with no cost or training implications to you.
  • Value for money
    You are not tied into a long-term contract and with our competitive rates we can reduce your fixed costs and eliminate the risks that are associated with employing staff.
  • Communication is key
    We work closely with you to understand you and your company, establishing effective means of communication via your preferred source.
  • Award winning company
    Being awarded Most Reputable Virtual Business Support Service 2020, Best New Business and commended as Entrepreneur of the Year reinforces our business model and goals to support our clients with loyalty and longevity.
  • Based locally to the City Of London
    We are based locally to the City Of London meaning we understand the competitive environment your business is in.

Why Should Finance Businesses Use A Virtual Assistant Service?

In today’s business world, time is money. Companies that can save time by outsourcing tasks to Virtual Assistants can free up employees to focus on more important tasks.

Virtual Assistants can handle a wide range of administrative tasks, from setting appointments to managing email and social media accounts. They can also provide customer service, research potential clients, and schedule travel arrangements. In addition, Virtual Assistants are often more affordable than hiring a full-time employee. For small businesses or start-ups in the finance industry, a Virtual Assistant Service can be a valuable tool for saving time and money.

Virtual Assistants can help businesses in the finance industry to operate more efficiently and effectively, giving them a competitive edge in the marketplace.

Interested in virtual assistance services?

Get in touch below. We can give you a breakdown of how our virtual assistance services can help you and how we can adapt our services to your exact needs.

Contact The Administration Hub

To see how we can help you and your business,
call 020 3983 5333 or email