Streamlined administrative support for the Financial Service industry


Welcome to VirtuAssist

To remain competitive in today’s marketplace, businesses must find intelligent ways to increase productivity while maintaining costs.  It is essential to create new business alliances and partnerships to streamline processes and minimize expenses.  Partnering with VirtuAssist is an effective move in this direction.


Your Virtual Assistant

My role as your Virtual Assistant is to be an extension of your business, doing all of the administrative tasks that soak up so much of the time you could be devoting to meeting with new clients or prospecting. My goal is to assume the responsibility of certain tasks so that I can help you provide excellent service levels to your clients.

Running your business doesn’t have to be overwhelming or stressful. My services will eliminate tedious and time consuming administrative tasks without the costs and challenges of on-site employees.


Some Available Tasks

• Pre-filling of account establishment paperwork

• New business processing

• Pending business follow-up

• Contracting and licensing paperwork

• Follow through to be sure commissions are paid

• Any manner of in-force policy service

• Database management

• Document scanning