Hire Virtual Assistants for Financial Advisors
Hire Virtual Assistants for Financial Advisors
Hire pre-vetted virtual assistants for your advisory practice, from client service associates and CRM admins to compliance support specialists, so your advisors can focus on clients, not paperwork.
Hire pre-vetted virtual assistants for your advisory practice, from client service associates and CRM admins to compliance support specialists, so your advisors can focus on clients, not paperwork.
START HIRING
START HIRING
50–80%
Lower Hiring Costs
7- 14 Days
Average Placement Time
6 Months
Replacement Guarantee
Where Offshore Talent Fits Inside a Financial Advisory Practice
Here's where client-facing hours get consumed by admin, and what recovers them.
1
1. The Reality
Your advisors are spending relationship hours on paperwork instead of clients.
Meeting prep. CRM updates. Performance report assembly. Compliance documentation. Client follow-up scheduling. When advisors absorb these, the client-facing hours that grow the book shrink.
2
The Cost
Every hour an advisor spends on admin is a client relationship that doesn't get the attention it deserves.
Financial advisors who absorb their own admin consistently cap their AUM at a level they can personally manage. The difference between a $100M book and a $250M book is often not skill. It is how much of the advisor's time actually reaches clients.
3
The Fix
✓
Tasks You Should Not Be Paying Advisor Rates For
Tasks You Should Not Be Paying Advisor Rates For
Financial advisors reach out to Globaltize when they hit these walls. Sound familiar?
Financial advisors reach out to Globaltize when they hit these walls. Sound familiar?
Client meeting prep and follow-up documentation consume hours of advisor time every week.
CRM data is outdated because no one has bandwidth to maintain it consistently.
Compliance documentation and regulatory filing are always rushed before deadlines.
Portfolio reporting takes too long because data gathering is entirely manual.
You cannot justify a $65K+ local salary for every admin and operations support role.
New client onboarding is inconsistent and first impressions suffer as a result.
What a Local Hire Costs vs. Offshore Through Globaltize
Using a Transaction Coordinator as the benchmark, fully loaded cost on both sides.
US-Based Advisory Operations Assistant
Base Salary
~$64,000/yr
Health and Benefits
Payroll Taxes
Recruiting and Onboarding
Equipment and Software
Total Annual Cost
~$64,000/yr
Offshore Salary
$16,000 to $26,000/yr
Globalize Placement Fee
One-time
Benefits and Payroll
We handle it
HR and Compliance
We handle it
Equipment and Setup
Included
Total Annual Cost
~$16,000 to $26,000/yr
You save $38,000 to $48,000 per year per hire placed through Globaltize
per transaction coordinator placed through Globalize
US-Based Advisory Operations Assistant
Base Salary
~$64,000/yr
Health and Benefits
Payroll Taxes
Recruiting and Onboarding
Equipment and Software
Total Annual Cost
~$64,000/yr
Offshore Salary
$16,000 to $26,000/yr
Globalize Placement Fee
One-time
Benefits and Payroll
We handle it
HR and Compliance
We handle it
Equipment and Setup
Included
Total Annual Cost
~$16,000 to $26,000/yr
You save $38,000 to $48,000 per year per hire placed through Globaltize
per transaction coordinator placed through Globalize
US-Based Advisory Operations Assistant
Base Salary
~$64,000/yr
Health and Benefits
Payroll Taxes
Recruiting and Onboarding
Equipment and Software
Total Annual Cost
~$64,000/yr
Offshore Salary
$16,000 to $26,000/yr
Globalize Placement Fee
One-time
Benefits and Payroll
We handle it
HR and Compliance
We handle it
Equipment and Setup
Included
Total Annual Cost
~$16,000 to $26,000/yr
You save $38,000 to $48,000 per year per hire placed through Globaltize
per transaction coordinator placed through Globalize
US-Based Advisory Operations Assistant
Base Salary
~$64,000/yr
Health and Benefits
Payroll Taxes
Recruiting and Onboarding
Equipment and Software
Total Annual Cost
~$64,000/yr
Offshore Salary
$16,000 to $26,000/yr
Globalize Placement Fee
One-time
Benefits and Payroll
We handle it
HR and Compliance
We handle it
Equipment and Setup
Included
Total Annual Cost
~$16,000 to $26,000/yr
You save $38,000 to $48,000 per year per hire placed through Globaltize
per transaction coordinator placed through Globalize
Remote Roles Financial Advisors Hire For
From client prep to compliance support, here are the 6 most common offshore roles advisors use.
Client Service Associate
Prepare meeting agendas, follow-up notes, and client correspondence.
EXPLORE
CRM Administrator
Maintain client records, update contact data, and manage pipeline tracking.
EXPLORE
Compliance Support Specialist
Organize regulatory filings, documentation logs, and audit trails.
EXPLORE
Portfolio Reporting Assistant
Compile performance data and format client-ready portfolio reports.
EXPLORE
New Client Onboarding Coordinator
Manage paperwork, KYC documentation, and onboarding workflows.
EXPLORE
Virtual Assistant
Handle scheduling, inbox, admin, and internal coordination.
EXPLORE
Client Service Associate
Prepare meeting agendas, follow-up notes, and client correspondence.
EXPLORE
CRM Administrator
Maintain client records, update contact data, and manage pipeline tracking.
EXPLORE
Compliance Support Specialist
Organize regulatory filings, documentation logs, and audit trails.
EXPLORE
Portfolio Reporting Assistant
Compile performance data and format client-ready portfolio reports.
EXPLORE
New Client Onboarding Coordinator
Manage paperwork, KYC documentation, and onboarding workflows.
EXPLORE
Virtual Assistant
Handle scheduling, inbox, admin, and internal coordination.
EXPLORE
Industry Tools Your Match Will Know
Industry Tools Your Match Will Know
[Constant: Slack, HubSpot, Asana, Notion, Google Workspace, Zoom, Salesforce, Monday.com]
Our Simple Process
From performance agencies managing millions in ad spend to in-house brand teams juggling multiple channels we place offshore marketing professionals who understand your specific workflow, tools, and output requirements.
Tell Us Your Role
Tell Us Your Role
Share the role, your accounting software, reporting needs, team size, and any tools you use. We build a search profile tailored to your specific finance operation.
Share the role, your accounting software, reporting needs, team size, and any tools you use. We build a search profile tailored to your specific finance operation.
We Source and Screen
We Source and Screen
We search across Latin America, Southeast Asia, and South Africa, filtering specifically for finance experience, tool proficiency, and English fluency.
We search across Latin America, Southeast Asia, and South Africa, filtering specifically for finance experience, tool proficiency, and English fluency.
You Meet the Finalists
You Meet the Finalists
We present 3 to 5 vetted candidates with video introductions, skills assessments, and salary expectations. You choose who to interview, on your timeline.
We present 3 to 5 vetted candidates with video introductions, skills assessments, and salary expectations. You choose who to interview, on your timeline.
Placed and Producing
Placed and Producing
Contracts, payroll, and onboarding are handled by us. Your hire integrates into your team and workflow, backed by a 6 month free replacement guarantee.
Contracts, payroll, and onboarding are handled by us. Your hire integrates into your team and workflow, backed by a 6 month free replacement guarantee.
START HIRING
START HIRING
Global Talent, Aligned to Your Time Zone
Every Globaltize placement is matched to overlap with your core working hours, so collaboration stays seamless.
Latin America
Latin America
Latin America
Latin America
Latin America
Popular Countries
Argentina
Argentina
Colombia
Colombia
Mexico
Mexico
Peru
Peru
Chile
Chile
Costa Rica
Costa Rica
Brazil
Brazil
Southeast Asia
Southeast Asia
Southeast Asia
Southeast Asia
Southeast Asia
Popular Countries
Cambodia
Cambodia
Indonesia
Indonesia
Malaysia
Malaysia
Philippines
Philippines
Singapore
Singapore
Thailand
Thailand
Vietnam
Vietnam
South Africa
South Africa
South Africa
South Africa
South Africa
Popular Cities
George
George
Johannesburg
Johannesburg
Cape Town
Cape Town
Durban
Durban
US & Canada
US & Canada
US & Canada
US & Canada
US & Canada
Popular Cities
Chicago
Chicago
Seattle
Seattle
New York
New York
Miami
Miami
Los Angeles
Los Angeles
Vancouver
Vancouver
Toronto
Toronto
Hundreds of Happy Clients.
Globaltize is proud to serve a variety of business types in various industries. Don’t just take our word for it! Check out some of our testimonials below based on clients past experiences.
Position Hired
SEO Specialist
Est. Annual Payroll Savings
$90,000+
“We went through five or six different companies, and Globaltize stood out right away. Within a week, we had four or five candidates, the resumes looked better than everyone else’s, and we hired one almost immediately. So far, they’ve had the best talent at the best prices, and we won’t go anywhere else.”
- Jeremiah Weilert
@ SeoTuners
Position Hired
Bookkeeper
Est. Annual Payroll Savings
$30,000+
“A lot of proactive communication, which really helps us get ahead of any potential issues. We had navigated issues outside of our control with a lot of positivity, proactiveness, and transparency. I appreciate the communication, and again that proactive approach really goes a long way.”
- Claire Finders
@ AllSet Education
Position Hired
Sales Assistant, Content Creator
Est. Annual Payroll Savings
$120,000+
“Globaltize has helped us place two really critical hires, certainly the two most important of the last year. Martin is fantastic and has helped keep me sane, and with Brenda, we’ve been so pleased with her creativity and curiosity that we expanded her scope and she is now helping with our TikTok management.”
- Corey Stary
@ Kahawa 1893
Position Hired
Executive Assistant
Est. Annual Payroll Savings
$75,000+
“The vetting process was pretty intense. I really appreciated that Globaltize was willing to find candidates based on different personality tools that my company already used for in-house hires. There’s something about their team’s willingness to find the right fit.”
- Roderick Walker
@ Tavros Care
Position Hired
Senior Bookkeeper
Est. Annual Payroll Savings
$50,000+
“Globaltize provided me with an amazing team manager, he is fantastic! The startup process was very smooth, and I was presented with some excellent options to choose from. I was pleasantly surprised by how well they matched us with the right candidates. It was actually a tough decision, which shows the quality of their sourcing process.”
- Jennifer Montoya
@ Out of Site Bookkeeping
Position Hired
Software Developer
Est. Annual Payroll Savings
$150,000+
“Globaltize is great. The cost is extremely competitive, and the quality is great. I've worked with a lot of offshore developers from various countries and operators, and I am really pleased with working with Globaltize. We are now looking to add another developer!”
- Paul Bryzek
@ Carbon Sustain
Position Hired
Email Marketing Specialist
Est. Annual Payroll Savings
$50,000 +
“Our experience has been amazing. Our hire has weekly meetings with us and really feels like he is part of the team. He comes to us with new ideas we would have never thought of and always surprises us with his creativity and quality of work.”
- Marou Zutterman
@ Rare Romance
Position Hired
eCommerce Specialist
Est. Annual Payroll Savings
$50,000 +
“Our experience has been phenomenal, and the process was super simple. We truly say all the time that we don’t know what we would have done without our hire. From a work and ethical standpoint, we are really happy with the way Globaltize is running everything.”
- Ryan Lane
@ FTL Bags
Hundreds of Happy Clients.
Globaltize is proud to serve a variety of business types in various industries. Don’t just take our word for it! Check out some of our testimonials below based on clients past experiences.
Position Hired
SEO Specialist
Est. Annual Payroll Savings
$90,000+
“We went through five or six different companies, and Globaltize stood out right away. Within a week, we had four or five candidates, the resumes looked better than everyone else’s, and we hired one almost immediately. So far, they’ve had the best talent at the best prices, and we won’t go anywhere else.”
- Jeremiah Weilert
@ SeoTuners
Position Hired
Bookkeeper
Est. Annual Payroll Savings
$30,000+
“A lot of proactive communication, which really helps us get ahead of any potential issues. We had navigated issues outside of our control with a lot of positivity, proactiveness, and transparency. I appreciate the communication, and again that proactive approach really goes a long way.”
- Claire Finders
@ AllSet Education
Position Hired
Sales Assistant, Content Creator
Est. Annual Payroll Savings
$120,000+
“Globaltize has helped us place two really critical hires, certainly the two most important of the last year. Martin is fantastic and has helped keep me sane, and with Brenda, we’ve been so pleased with her creativity and curiosity that we expanded her scope and she is now helping with our TikTok management.”
- Corey Stary
@ Kahawa 1893
Position Hired
Executive Assistant
Est. Annual Payroll Savings
$75,000+
“The vetting process was pretty intense. I really appreciated that Globaltize was willing to find candidates based on different personality tools that my company already used for in-house hires. There’s something about their team’s willingness to find the right fit.”
- Roderick Walker
@ Tavros Care
Position Hired
eCommerce Specialist
Est. Annual Payroll Savings
$50,000 +
“Our experience has been phenomenal, and the process was super simple. We truly say all the time that we don’t know what we would have done without our hire. From a work and ethical standpoint, we are really happy with the way Globaltize is running everything.”
- Ryan Lane
@ FTL Bags
Position Hired
Email Marketing Specialist
Est. Annual Payroll Savings
$50,000 +
“Our experience has been amazing. Our hire has weekly meetings with us and really feels like he is part of the team. He comes to us with new ideas we would have never thought of and always surprises us with his creativity and quality of work.”
- Marou Zutterman
@ Rare Romance
Position Hired
Software Developer
Est. Annual Payroll Savings
$150,000+
“Globaltize is great. The cost is extremely competitive, and the quality is great. I've worked with a lot of offshore developers from various countries and operators, and I am really pleased with working with Globaltize. We are now looking to add another developer!”
- Paul Bryzek
@ Carbon Sustain
Position Hired
Senior Bookkeeper
Est. Annual Payroll Savings
$50,000+
“Globaltize provided me with an amazing team manager, he is fantastic! The startup process was very smooth, and I was presented with some excellent options to choose from. I was pleasantly surprised by how well they matched us with the right candidates. It was actually a tough decision, which shows the quality of their sourcing process.”
- Jennifer Montoya
@ Out of Site Bookkeeping
Hundreds of Happy Clients.
Globaltize is proud to serve a variety of business types in various industries. Don’t just take our word for it! Check out some of our testimonials below based on clients past experiences.
Position Hired
SEO Specialist
Est. Annual Payroll Savings
$90,000+
“We went through five or six different companies, and Globaltize stood out right away. Within a week, we had four or five candidates, the resumes looked better than everyone else’s, and we hired one almost immediately. So far, they’ve had the best talent at the best prices, and we won’t go anywhere else.”
- Jeremiah Weilert
@ SeoTuners
Position Hired
Bookkeeper
Est. Annual Payroll Savings
$30,000+
“A lot of proactive communication, which really helps us get ahead of any potential issues. We had navigated issues outside of our control with a lot of positivity, proactiveness, and transparency. I appreciate the communication, and again that proactive approach really goes a long way.”
- Claire Finders
@ AllSet Education
Position Hired
Sales Assistant, Content Creator
Est. Annual Payroll Savings
$120,000+
“Globaltize has helped us place two really critical hires, certainly the two most important of the last year. Martin is fantastic and has helped keep me sane, and with Brenda, we’ve been so pleased with her creativity and curiosity that we expanded her scope and she is now helping with our TikTok management.”
- Corey Stary
@ Kahawa 1893
Position Hired
Executive Assistant
Est. Annual Payroll Savings
$75,000+
“The vetting process was pretty intense. I really appreciated that Globaltize was willing to find candidates based on different personality tools that my company already used for in-house hires. There’s something about their team’s willingness to find the right fit.”
- Roderick Walker
@ Tavros Care
Position Hired
Senior Bookkeeper
Est. Annual Payroll Savings
$50,000+
“Globaltize provided me with an amazing team manager, he is fantastic! The startup process was very smooth, and I was presented with some excellent options to choose from. I was pleasantly surprised by how well they matched us with the right candidates. It was actually a tough decision, which shows the quality of their sourcing process.”
- Jennifer Montoya
@ Out of Site Bookkeeping
Position Hired
Software Developer
Est. Annual Payroll Savings
$150,000+
“Globaltize is great. The cost is extremely competitive, and the quality is great. I've worked with a lot of offshore developers from various countries and operators, and I am really pleased with working with Globaltize. We are now looking to add another developer!”
- Paul Bryzek
@ Carbon Sustain
Position Hired
Email Marketing Specialist
Est. Annual Payroll Savings
$50,000 +
“Our experience has been amazing. Our hire has weekly meetings with us and really feels like he is part of the team. He comes to us with new ideas we would have never thought of and always surprises us with his creativity and quality of work.”
- Marou Zutterman
@ Rare Romance
Position Hired
eCommerce Specialist
Est. Annual Payroll Savings
$50,000 +
“Our experience has been phenomenal, and the process was super simple. We truly say all the time that we don’t know what we would have done without our hire. From a work and ethical standpoint, we are really happy with the way Globaltize is running everything.”
- Ryan Lane
@ FTL Bags
Hundreds of Happy Clients.
Globaltize is proud to serve a variety of business types in various industries. Don’t just take our word for it! Check out some of our testimonials below based on clients past experiences.
Position Hired
SEO Specialist
Est. Annual Payroll Savings
$90,000+
“We went through five or six different companies, and Globaltize stood out right away. Within a week, we had four or five candidates, the resumes looked better than everyone else’s, and we hired one almost immediately. So far, they’ve had the best talent at the best prices, and we won’t go anywhere else.”
- Jeremiah Weilert
@ SeoTuners
Position Hired
Bookkeeper
Est. Annual Payroll Savings
$30,000+
“A lot of proactive communication, which really helps us get ahead of any potential issues. We had navigated issues outside of our control with a lot of positivity, proactiveness, and transparency. I appreciate the communication, and again that proactive approach really goes a long way.”
- Claire Finders
@ AllSet Education
Position Hired
Sales Assistant, Content Creator
Est. Annual Payroll Savings
$120,000+
“Globaltize has helped us place two really critical hires, certainly the two most important of the last year. Martin is fantastic and has helped keep me sane, and with Brenda, we’ve been so pleased with her creativity and curiosity that we expanded her scope and she is now helping with our TikTok management.”
- Corey Stary
@ Kahawa 1893
Position Hired
Email Marketing Specialist
Est. Annual Payroll Savings
$50,000 +
“Our experience has been amazing. Our hire has weekly meetings with us and really feels like he is part of the team. He comes to us with new ideas we would have never thought of and always surprises us with his creativity and quality of work.”
- Marou Zutterman
@ Rare Romance
Position Hired
Software Developer
Est. Annual Payroll Savings
$150,000+
“Globaltize is great. The cost is extremely competitive, and the quality is great. I've worked with a lot of offshore developers from various countries and operators, and I am really pleased with working with Globaltize. We are now looking to add another developer!”
- Paul Bryzek
@ Carbon Sustain
Position Hired
Executive Assistant
Est. Annual Payroll Savings
$75,000+
“The vetting process was pretty intense. I really appreciated that Globaltize was willing to find candidates based on different personality tools that my company already used for in-house hires. There’s something about their team’s willingness to find the right fit.”
- Roderick Walker
@ Tavros Care
Position Hired
Senior Bookkeeper
Est. Annual Payroll Savings
$50,000+
“Globaltize provided me with an amazing team manager, he is fantastic! The startup process was very smooth, and I was presented with some excellent options to choose from. I was pleasantly surprised by how well they matched us with the right candidates. It was actually a tough decision, which shows the quality of their sourcing process.”
- Jennifer Montoya
@ Out of Site Bookkeeping
Position Hired
eCommerce Specialist
Est. Annual Payroll Savings
$50,000 +
“Our experience has been phenomenal, and the process was super simple. We truly say all the time that we don’t know what we would have done without our hire. From a work and ethical standpoint, we are really happy with the way Globaltize is running everything.”
- Ryan Lane
@ FTL Bags
Your Global Hiring Questions, Answered.
Your Global Hiring Questions, Answered.
FAQs for Marketing Industry
How quickly can I get started?
Most financial advisory practices are matched with candidates within 7-14 business days.
What does it cost?
Are candidates pre-vetted?
Ready to Build Your Offshore Team?
Tell us what roles you need. We will match you with pre-vetted offshore professionals in 7-14 days.
Start Hiring
Ready to Build Your Offshore Team?
Tell us what roles you need. We will match you with pre-vetted offshore professionals in 7-14 days.
Start Hiring
Ready to Build Your Offshore Team?
Tell us what roles you need. We will match you with pre-vetted offshore professionals in 7-14 days.
Start Hiring
Ready to Hire a Software Expert Who Already Knows Your Systems?
Retail is one of 30 industries Globaltize serves. See how we place offshore support staff across other sectors.
START HIRING
Ready to Hire a Software Expert Who Already Knows Your Systems?
Retail is one of 30 industries Globaltize serves. See how we place offshore support staff across other sectors.
START HIRING
Ready to Hire a Software Expert Who Already Knows Your Systems?
Retail is one of 30 industries Globaltize serves. See how we place offshore support staff across other sectors.
START HIRING
Ready to Hire a Software Expert Who Already Knows Your Systems?
Retail is one of 30 industries Globaltize serves. See how we place offshore support staff across other sectors.
START HIRING
