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
Free Consultation
Plans & Pricing
4.8/5 avg.
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  • Leader in Managed Virtual Assistant Services
  • 2M+ applicants screened annually
  • 10,000+ companies supported
  • 20+ countries
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10,000+ Active Assistants Powering 10,000+ Companies
Builder
Chord
Harvard
Inexpress
Chicklila
Freedom Farmers
Berkley
Compas
Vivvi
Buena
Doordash
Clearpol
KW

What Wing Assistants Get Done Every Day

Check (1)
New account paperwork submitted, CIP details verified, and custodian notified.
  • Submitted in Schwab
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ACATS transfers tracked, NIGO flagged and corrected, client status updates sent.
  • Tracked in DTCC
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Pending money movement requests confirmed, documented, and cleared with clients.
  • Logged in Redtail
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Missing signatures chased, open service requests resolved, and meeting packets ready.
  • Sent via DocuSign

Your Financial Services Virtual Assistant Handles

01
Client Communication & Service
  • Answer client service calls
  • Respond to client emails
  • Schedule advisor meetings
02
New Onboarding & Transfers
  • Collect onboarding information
  • Prepare account opening paperwork
  • Track ACATS transfer status
03
Servicing & Money Movement
  • Process distribution requests
  • Coordinate ACH and wire transfers
  • Update beneficiary information
04
CRM & Documentation
  • Update CRM records
  • Archive signed forms
  • Log client communications
05
Reporting & Service Tracking
  • Prepare meeting materials
  • Review pending service requests
  • Clear open service items
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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 01

Quistem

Needed executive ops owned.

  • 25% CEO time reclaimed
  • 9 workflows offloaded
  • 1,000+ days supported
Read the Case Study
Cybersecurity Startup

Cybersecurity Startup

Needed outbound sales owned.

  • 2,080+ hours delivered
  • 22 sales workflows owned
  • Sales system live (2 wks)
Read the Case Study
Provida Family Medicine

Provida Family Medicine

Needed clinic ops streamlined.

  • 50% faster admin ops
  • 35% fewer billing errors
  • 25% faster claims
Read the Case Study
Idaho Legal Estates

Idaho Legal Estates

Needed intake owned.

  • 100+ hours reclaimed
  • 13+ hours saved weekly
  • 10 workflows fully owned
Read the Case Study
Personal Mentors

My Personal Mentors

Needed revenue stabilized.

  • 30+ deals closed monthly
  • 3,600+ clients supported
  • 48-hr inquiry resolution
Read the Case Study

Delegate Everything but Leadership.

Talk to Our Team
Plans & Pricing

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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.
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    Start in one function, then expand coverage as the business grows.
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    Tracks expenses, maintain your books and reconcile statements
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    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.

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.

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

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.

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

Rolepage We Meetsec

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
Book a Demo
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Highly Rated by Operations & Leadership Teams

4.5

Google Cicle
123 Reviews on Google

4.7

Capterra N
51 Reviews on Capterra

4.8

Goodfirms N
10 Reviews on Goodfirms

4.8

Clutch N
18 Reviews on Clutch

Hundreds of Stellar Client Reviews

Clutch N
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
Christine Mulvey
Director of Marketing
charlesgate.com
Google Cicle
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
Kelsey Galarza
Co-founder, Orange Marketing orangemarketing.com
Google Cicle
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
Chris Mullaly
Founder and Managing Partner spiruscapitalpartners.com
Capterra N
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
Roy Chua
Principal AvidThink avidthink.com
Google Cicle
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
Dylan Schiemann
Co-Founder &CEO
livingspec.com
1921
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
Marysa C.
Mid-Market (51-1000 emp.)
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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.

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Live Chat
Live Chat

6-9 PM PST weekdays
Full-Time
16% Savings

$1,899/Month

Book a Demo
  • 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

Book a Demo
  • 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

Popular Questions

Yes. Your Financial Services Virtual Assistant works only with your firm during scheduled hours. They learn your custodians, onboarding process, documentation standards, and CRM structure so service work doesn’t restart or stall mid-transfer. This assistant works as a virtual assistant for financial advisors, handling all tasks without interruption.
You choose the schedule. Coverage aligns with your firm’s operating hours and service volume. Hours can increase during onboarding waves, transfer spikes, or distribution periods and scale back when volume stabilizes. Wing offers both full-time and part-time virtual assistant services.
Yes. Whether you're in need of a wealth management assistant or other specialized help, the assistant is available worldwide. You can collaborate with your assistant from anywhere using the Wing app, Slack, email, or phone while maintaining structured access to your custodial and CRM systems.
Within scheduled hours, you can assign as many service and operations tasks as needed, including account openings, ACATS tracking, money movement processing, CRM updates, and meeting preparation. There are no per-task limits. Your assistant can even act as a virtual bookkeeper and manage outsource bookkeeping duties, as long as they align with your workflow.
Extended and 24/7 coverage is available if your firm requires it. You can expand hours during time-sensitive transfers or urgent distributions with Wing as your financial planning assistant without hiring additional internal staff.
Your assistant works directly inside your existing custodial platforms, CRM, email, and scheduling systems. Most firms communicate through Slack, email, phone, or the Wing app.
Wing’s financial advisor assistants are screened professionals trained in onboarding documentation, ACATS processing, money movement controls, CRM documentation, and books-and-records standards. They operate within structured oversight to maintain consistency and accuracy.
During scheduled hours, requests and updates are acknowledged quickly so transfers, service requests, and documentation don’t sit. Whether you're managing day-to-day operations or need to outsource bookkeeping, your assistant is responsive and efficient.
Yes. As a VA for financial planners, your assistant works directly inside your approved custodial platforms, CRM systems, calendars, and documentation tools using role-based access.
In addition to your dedicated assistant, you have access to structured onboarding support and escalation pathways. Coverage continues without disrupting your firm’s service workflows.
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