Our VAs are well trained for
01
Mortgage Broking Assistance
- Collecting the borrowers’ supporting documentation
- Completion of client information through follow-up with the client
- Product evaluations
- Create calculators for loan serviceability
- Obtain property assessments
- Pricing inquiries
- Data entry for CRM
- Create the necessary documentation
- Apply online data entry and accompanying document upload
- Application submission
- Contact lenders to follow up on applications
- Client updates with more information or needed documents (if applicable)
- Sheets for settlement
- Service for follow-upirregular administrative tasks
02
Accounting Assistance
Bookkeeping
- Invoice Processing
- Bank Reconciliation
- Payment Processing
- Invoice Processing
- Bank Reconciliation
- Payment Processing
Reporting
- Compliance Reporting
- Budgeting and Forecasting
- Cost Centre Reporting
- Preparation of Audit Packs
Payroll
- Payslip generation
- Cost centre/Departmental allocations
- Timesheet preparing
- Salary calculations
- Annual, sick, long service leave calculations
- Management of employee records
03
Finance Professional Assistance
- Implementation of a Statement of Advice
- Interacting with insurance companies
- Scheduling medical exams
- Opening superannuation and investment accounts
- Servicing necessities
- Keeping clients’ payroll department informed
- Implementation and rebalancing of investments
- Implementing Direct Debits for investments
- Request for withdrawals
- Preparation of conference materials
- Annual statements are prepared for review meetings
- Annual statements are prepared for review meetings.
- Tools for cash flow
- Account reconciliation
04
Administration Services
- Organise and Update all files
- Content Development
- Data entry Tasks and Create Reports
- Creating PowerPoint Presentation
- Database Building and File handling
- Virtual Secretarial Services
- Preparing bank Deposits and compiling data from Registers
- Monitoring daily bank account activity using the Internet and QuickBooks
05
Digital Branding
- Brand Strategy
- Brand Identity
- UI/UX Design
- Website Development
- Visual Facility Design
- Social Media Campaign
- Brand Films
- Campaign
- Illustration
- Art Direction
- Mixed Reality Experiences
- Digital Media Strategy