Virtual Assistants for
Financial Professionals
Integrity.
Upfront communication.
Reliable support.
Grow your business.
Let us do the other stuff.
Are you spending too much time focusing on administrative tasks you don’t enjoy?
Partnering with VOS can afford you the freedom you desire to work on your business instead of in your business.
We start with our extensive list of best practices. Then we seamlessly integrate them into your practice as it currently exists, making it better in whatever ways you choose. We’ll collaborate with you on the latest technology and help generate new, outside the norm ideas to grow your business and increase revenues. Our best practices include the highest levels of data security and confidentiality.
A curated approach
A Trusted Partner Since 2013
Founded by Jan DeProspero in 2013, Virtual Outsource Solutions was designed to streamline RIA administration while also providing a better work-life balance. After working in the financial advisory space for nearly a decade, Jan harnessed her deeply rooted entrepreneurial spirit and started her own business. Jan and her trusted Director of Operations, Heather Rivera, have grown VOS exponentially and continue to expand VOS’s team of Client Service Specialists along with its service offerings.
Our Service Levels
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Level 1
STANDARD
Our Virtual Assistants support you by taking care of administrative functions: preparing and processing paperwork, overseeing client onboarding, scheduling appointments, processing RMDs and more!
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Level 2
PREMIUM
Our team offers expertise in tasks that require additional skills such as writing workflows, creating Excel dashboards, and documenting best practices and standard operating procedures.
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Level 3
PARAPLANNING
Data entry into financial planning software, preparing financial plans for presentations, assistance in investment management operations including research, reports, cost basis research, and administration of investment portfolios.
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Level 4
MARKETING
Starting with gathering the necessary information to determine your marketing needs, we collaborate to help you brand your business, update your website, set up email marketing campaigns, enhance your SEO, write and/or edit newsletters, blogs, brochures, and more.