Does your business operate in the financial sector?
Could you benefit from support that would help you to stay on top of looking after your clients’ needs?
If you are a financial advisor, mortgage broker or an investment professional and can answer ‘yes’ to the above questions then we need to have a chat.
Specialist support for finance professionals
New Dawn PA is the brainchild of Dawn McGovern, a professional PA specialising in the financial sector.
High-quality finance industry support comes from understanding complex compliance requirements and the need for discretion, accuracy and organisation.
In the finance industry meeting standards is essential. You need a pair of helping hands to count on to ensure that documentation and data processes are up-to-date with the necessary paperwork and evidence in place.
New Dawn PA has offered high-level administration support on a flexible or long-term basis since 2010 and has specialist knowledge of many types of software and the standards required by financial professionals.
Why choose New Dawn PA?
Specialising in the financial sector means that New Dawn PA’s entire focus is on the task in hand. Projects are easier to deal with as we all know that multitasking isn’t an effective way to work – plus specialist knowledge in systems and processes gets the job done quicker!
Choosing to use the ad hoc resource of a virtual finance PA ensures that project and portfolio support is tailored to your needs. Help can be introduced slowly and stepped up when needed. This allows teams to grow as regular tasks are allotted and workload increased as your practice expands.
Simple client communication can take time and it helps to know that regular contact is taking place through emails, a telephone call or an online video conference. This helps you to go out and see clients face to face instead of being chained behind the desk and bogged down with admin.
>> Need support with compliance?
>> Could proficient office management improve your profitability?
>> Looking for help with report writing?
>> Would project management help improve your workflow?
How could you use a finance VA?
When was the last time you worked in the evening or at the weekend to catch up on paperwork? How many times have you thought about growing your company but that never ending to-do list gets in the way and there’s never any time spare for high-level thinking?
As a key administration member of your team, New Dawn PA will work alongside you and your existing team to tailor required tasks that improve productivity and support your business goals. Building long-term relationships enables regular tasks to be delegated, while improved processes ease your workload.
Office management and administration tasks that manage compliance and compiling reports are often non-fee earning – a burden you can do without – and client liaison and project management is always necessary.
Using the proficient services of an experienced finance VA will help you to claw back valuable time and increase practice efficiencies that lead to a healthier work/life balance.
Why use a virtual PA when you could employ?
Employees equate to wages, tax allowances, pensions, more equipment and effective management skills – all of which demand more time and eat into your bottom line.
It is often easier and more cost-effective to work with a virtual PA because projects are ad hoc or streamlined, and employee red tape is eliminated with tasks easily delegated for a fraction of the cost.
New Dawn PA can offer administration support and secretarial services for a one-off project, or on an ongoing basis, to help maximise output and minimise time spent on non-fee earning tasks.
- Administration support
- Virtual minute taking
- Client liaison
- Compliance database management
- Diary control
- Industry research
- Report writing
When it comes to money, accuracy is everything – after all people are planning for their future based on your suggestions.
>> To talk about tailored support from a finance VA that will improve your working day, contact New Dawn PA today.