Financial Services Virtual Assistant

Stop Letting Paperwork Pull Advisors Out of Revenue Work

Dedicated virtual assistant focused only on your firm
ACATS, NIGO, and money movement tracked without follow-up
Documented workflows inside your custodial and CRM systems

4.8/5 avg.

Leader in Managed Virtual Assistant Services

2M+ applicants screened annually
10,000+ companies supported
20+ countries

10,000+ Active Assistants Powering 10,000+ Companies

What Wing Assistants Get Done Every Day

New account paperwork submitted, CIP details verified, and custodian notified.

Submitted in Schwab

ACATS transfers tracked, NIGO flagged and corrected, client status updates sent.

Tracked in DTCC

Pending money movement requests confirmed, documented, and cleared with clients.

Logged in Redtail

Missing signatures chased, open service requests resolved, and meeting packets ready.

Sent via DocuSign

Your Financial Services Virtual Assistant Handles

Client Communication & Service

Answer client service calls
Respond to client emails
Schedule advisor meetings

New Onboarding & Transfers

Collect onboarding information
Prepare account opening paperwork
Track ACATS transfer status

Servicing & Money Movement

Process distribution requests
Coordinate ACH and wire transfers
Update beneficiary information

CRM & Documentation

Update CRM records
Archive signed forms
Log client communications

Reporting & Service Tracking

Prepare meeting materials
Review pending service requests
Clear open service items

How it Works

Be as involved (or uninvolved) as you prefer – our expert recruiters will guide you through every step, ensuring a smooth and seamless experience.

Step 1

Meet us to discuss
your requirements

Step 2

We shortlist talents
for your review

Step 3

We interview and
assess candidates

Step 4

The perfect Wing Assistant joins your team

Measured Results Across Teams

Real companies. Defined ownership. Measurable outcomes.

Quistem

Needed executive ops owned.

25% CEO time reclaimed
9 workflows offloaded
1,000+ days supported

Cybersecurity Startup

Needed outbound sales owned.

2,080+ hours delivered
22 sales workflows owned
Sales system live (2 wks)

Provida Family Medicine

Needed clinic ops streamlined.

50% faster admin ops
35% fewer billing errors
25% faster claims

Idaho Legal Estates

Needed intake owned.

100+ hours reclaimed
13+ hours saved weekly
10 workflows fully owned

My Personal Mentors

Needed revenue stabilized.

30+ deals closed monthly
3,600+ clients supported
48-hr inquiry resolution

Delegate Everything but Leadership.

More Virtual Assistant Services

We offer 25+ distinct plans in sales, marketing, customer service, and other operational areas. We also have dedicated industry-focused services such as Real Estate Assistants, Healthcare Virtual Assistants and E-Commerce Virtual Assistants.

Speak to a Wing Expert and find the right fit for your business.

Executive Assistant

Discover expert-tier talent to help with presentations, proposals and more

Sales Development Rep

Engages with prospects, grows your sales pipeline and drives sales

Personal Assistant

Manages your calendar both at work and outside of it

Real Estate Assistant

All-round help for your property listings

Top 1% of Talent

Start in one function, then expand coverage as the business grows.

Healthcare Assistant

Helps co-ordinate appointments with patients, data-entry and insurance filing

Digital Marketing VA

Discover experts in ppc ads, email marketing and growth

Bookkeeping Assistant

Tracks expenses, maintain your books and reconcile statements

Customer Service Rep

Delivers customer support for general queries, complaints and feedbacks

Paperwork Can’t
Stall Revenue

Your Financial Virtual Assistant works only with your firm during scheduled hours and learns how your custodians, documentation standards, and CRM operate.

This isn’t shared coverage or rotating support. It’s consistent operational coverage that keeps service work moving without pulling advisors out of client-facing work.

How Financial Services Coverage Stays Consistent

Wing’s financial virtual assistant service runs with defined coverage hours, structured onboarding, and operational oversight. Service work stays documented and controlled as volume changes.

Flexible, No-Commitment Monthly Plans

Increase coverage during heavy onboarding periods, year-end distributions, or large transfer waves. Scale back when service volume stabilizes. No long-term contracts or added payroll risk.

Secure and Controlled Access

Wing is SOC 2–certified. Data is encrypted in transit using SSL 2048-bit certificates and at rest using AES-256 encryption. Access is restricted, authenticated, and logged.

NDAs and Documented Service Controls

Assistants operate under signed NDAs and follow your custodian requirements, documentation standards, and books-and-records procedures.

Teams and Extended Coverage

Add additional coverage during transfer spikes, large money movement periods, or advisor growth. Expand support without hiring additional internal operations staff.

We Meet Challenging Talent Needs and Ensure Ongoing Success

Our resources and systems are designed to deliver tailored solutions that go beyond the basics, empowering your business to thrive.

Customer Success Manager

Benefit from a dedicated Client Success Manager (CSM) who will be your single point of contact for all your needs. Your CSM will ensure smooth onboarding, provide ongoing support, and proactively address any concerns to maximize the value of our services.

Free Replacements

We can work with you to analyze your requirements, and can launch new recruitment processes/ roles exclusively tailored to your needs, in your budget.

Quality Control & Supervision

Your assistant isn't alone. They're supervised by both Wing's Team Captains and Supervisors.

Additionally, you can opt-in to use sophisticated artificial intelligence technology that flags potential issues ahead of time to our supervisory team, who work to proactively resolve issues.

If quality is your goal, Wing remains the best choice in this industry.

Custom Roles

We can work with you to analyze your requirements, and can launch new recruitment processes/ roles exclusively tailored to your needs, in your budget.

Operational Ownership, Powered by the Wing Workspace App

Wing doesn’t just assign an assistant. We run execution through a centralized, human + AI–powered workspace built to keep work moving around the clock.

Real-time task visibility and status tracking
Documented workflows with built-in oversight
Structured handoffs and cross-time-zone continuity

Highly Rated by Operations & Leadership Teams

4.5

123 Reviews on Google

4.7

51 Reviews on Capterra

4.8

10 Reviews on Goodfirms

4.8

18 Reviews on Clutch

Hundreds of Stellar Client Reviews

Overall, I have been very pleased with each aspect of hiring my Wing VA. We were looking at a variety of virtual assistant programs; what made us choose Wing was the fact that their talent had specific marketing experience... Working with Wing is seamless. They have a robust platform that makes communicating with our VA incredibly easy. It also helps that they act quickly and are incredibly responsive...

Christine Mulvey

Director of Marketing
charlesgate.com

I've had the best VA experience so far after multiple tries. The app is easy to use to communicate and create tasks, there's loads of real-person communication, and my assistant was so capable at MANY things. He was so good that every week I found more things I could take off my plate and all for a low fixed price per month. Great value and it's taken a lot of stress off me.

Kelsey Galarza

Co-founder, Orange Marketing orangemarketing.com

Amazing service! Excellent customer support and the work done by my assistant Kirti S. from Wing is top notch. I’ve enjoyed the help and the genuine personality and willingness to learn. Also a big call out to Maryann U. my customer success manager. She is fantastic and so full of life.

Chris Mullaly

Founder and Managing Partner spiruscapitalpartners.com

Wing is an innovative software-powered interface to virtual assistants. Wing has provided a software-augmented virtual assistant service that's unique in the field. Just as important as the software platform is the quality of their assistants behind the scene. Their ability to organize and run a process of matching our needs with available talent was successful. Wing is easy to use.

Roy Chua

Principal AvidThink avidthink.com

Wing provides exceptional Virtual Assistant services and an accompanying productivity platform. Using Wing has been incredibly beneficial for our business, allowing us to explore some things in far more depth, or scale up some operations more effectively. Some of the benefits far exceed what you might expect from a virtual assistant in terms of capabilities and outside traditional administrative work.

Dylan Schiemann

Co-Founder &CEO
livingspec.com

What I like best about Wing is the quality and reliability of their virtual assistants. We started with one assistant and were so happy with the experience that we’ve since onboarded additional VAs. I’ve also confidently recommended Wing to colleagues and contacts looking for virtual assistant services. The combination of strong support, trustworthy assistants, and a seamless experience is what sets Wing apart for me.

Marysa C.

Mid-Market (51-1000 emp.)

Financial Services Assistant Pricing

Hiring an in-house operations associate adds salary, benefits, payroll taxes, and long-term employment risk.

Wing provides structured account onboarding, transfer support, money movement processing, and CRM documentation at a fixed monthly rate. No need to expand headcount or commit to long-term contracts.

Need help?

Book a Meeting

Book anytime this week

Live Chat

6-9 PM PST weekdays

Full-Time

16% Savings

$1,899/Month

160 Hours per month
Dedicated Financial Services VA
Free replacement
Customer Success Manager
Ongoing training and oversight
Wing Workspace App
Aligned to business hours
Share with advisors and staff
Unlimited secure file storage

Part-Time

$1,199/Month

80 Hours per month
Dedicated Financial Services VA
Free replacement
Customer Success Manager
Ongoing training and oversight
Wing Workspace App

Scheduled dispatch coverage
Limited internal sharing
10 GB secure storage

Stop Letting Paperwork Pull Advisors Out of Revenue Work

What Wing Assistants Get Done Every Day

Your Financial Services Virtual Assistant Handles

Client Communication & Service

New Onboarding & Transfers

Servicing & Money Movement

CRM & Documentation

Reporting & Service Tracking

How it Works

Meet us to discuss your requirements

We shortlist talents for your review

We interview and assess candidates

The perfect Wing Assistant joins your team

Measured Results Across Teams

Quistem

Needed executive ops owned.

Cybersecurity Startup

Needed outbound sales owned.

Provida Family Medicine

Needed clinic ops streamlined.

Idaho Legal Estates

Needed intake owned.

My Personal Mentors

Needed revenue stabilized.

Delegate Everything but Leadership.

More Virtual Assistant Services

Paperwork Can’t Stall Revenue

How Financial Services Coverage Stays Consistent

Flexible, No-Commitment Monthly Plans

Secure and Controlled Access

NDAs and Documented Service Controls

Teams and Extended Coverage

We Meet Challenging Talent Needs and Ensure Ongoing Success

Operational Ownership, Powered by the Wing Workspace App

Get it on

Get it on

Get it on

Highly Rated by Operations & Leadership Teams

4.5

4.7

4.8

4.8

Hundreds of Stellar Client Reviews

Financial Services Assistant Pricing

Live Chat

$1,899/Month

$1,199/Month

Popular Questions

Wing Assistant2150 Shattuck Ave,Berkeley, CA 94704

251 Little Falls Drive, Wilmington, DE 19808

We're Hiring

Digital Marketing Assistant

Virtual Assistant

Customer Service Reps

+ Many other positions!

Meet us to discuss
your requirements

We shortlist talents
for your review

We interview and
assess candidates

Paperwork Can’t
Stall Revenue

Wing Assistant
2150 Shattuck Ave,
Berkeley, CA 94704

251 Little Falls Drive,
Wilmington, DE 19808