Role of Virtual Assistant

1. What role could a virtual assistant play in your company? Running a business isn’t easy. It demands several tasks and responsibilities. It can be overwhelming in many circumstances, and you may require daily support and that’s how a virtual assistant comes into the picture. Why Hire A Virtual Assistant? Hiring virtual assistants has numerous advantages. The following are some of the most important advantages: 1. Experience: A virtual assistant may specialize in one or more areas and can be capable of performing a variety of activities. They are likely to have valuable expertise in working for a wide range of companies and the ability to adapt to a variety of situations. 2. No need for physical space: As virtual assistants work remotely, they do not require any personal cabin or space for your company. 3. It saves your time and money: Hiring a virtual assistant can save you time and money. You often don't have to go through a lengthy recruitment or interview process. And you can save money by hiring a virtual assistant as an as-needed contract worker instead of a full-time salaried employee. 4. 24/7 availability to the customers: Virtual assistance is not time-bounded. It can work in different time zonesfrom all over the world. The virtual assistants play a key role in keeping the company in the loop, and you get the updates. Why virtual assistants for your company services? Virtual assistance offers a wide range of solutions when it comes to financial services. Some of them are listed below: 1. Trading Assistant: Trading assistants help with a variety of tasks. Order Management Systems, Portfolio Management Systems, Prime Broker Portals, and other trade applications/software are among the services provided by a virtual trading assistant. The trading assistant is responsible for completing the trade lifecycle support, which includes trade booking, allocations, and settlements. It also streamlines communication with internal company operations as well as other parties such as brokers and counterparties. 2. IR Assistant: The primary function of IR support is to assist with due diligence, questionnaires, and data room management. It aids in investor relationship management, such as onboarding, inquiries, and document management, such as periodic statements, among other things. 3. Operations Assistant: All of the operations are completed with the help of the operation assistant. Reconciliations, Product Control, and Portfolio Valuation are also supported by them. An operation assistant

2. assists with the administration of third-party relationships such as Prime Brokers, Custodians, and Counterparties. They provide seamless treasury services, and audit and tax reporting assistance, including any middle and back-office activity. 4. FundAccountingAssistant: A fund accounting assistant's job entails making sure efficient and accurate trade processing, NAV review, Corporate Actions Processing, security valuation, financial statement production, query handling, and other ad hoc reporting for funds, as well as ensuring accurate and timely production and delivery of reporting to clients. Financial Statements, Balance Sheets, and Income Statements may all be generated quickly and easily with Fund Accounting Assistant. 5. Bookkeeping Assistant: A bookkeeping assistant's major responsibility is to prepare and record day-to- day business transactions in books and ledgers. Checking the Payables and Receivables lifecycle, assisting with treasury activities, liaising with internal business departments, all these are part of their role. 6. GrowthAssistant: The role of a growth assistant is to manage CRMs and KPIs, Prospect and Lead management, Email and calendar management, Reporting and Resolution, MIS, and more. The success of your business mainly depends on the behaviour and actions of the people behind the company. So choose your employees wisely. If you are also looking for a virtual assistant for your financial work, contact us now! https://www.fundtec.in/virtual-assistant