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Trans Support - Our Story

Elevate your financial business with our Virtual Assistants.

Whether you're in mortgage, lending, or any other financial business, our expert virtual assistants can help you streamline your operations, reduce costs, and improve efficiency. Let us handle the administrative tasks, so you can focus on growing your business.

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What is a Financial Virtual Assistant?

A financial virtual assistant (FVA) is a remote professional who specializes in providing administrative, technical, and marketing support to financial businesses, such as banks, lending, mortgage, insurance companies, investment firms, and financial advisors.

 

They can handle a wide range of tasks, freeing up financial professionals to focus on core business activities and build stronger relationships with clients.

Administrative Support

  • Appointment setting: Scheduling appointments with clients, potential clients, and other professionals.

  • Credit report analysis: Reviewing and analyzing credit reports to identify negative items.

  • Dispute letter preparation: Drafting and sending dispute letters to credit bureaus to challenge inaccurate or outdated information.

  • Data entry: Entering data into spreadsheets and databases.

  • Research: Conducting research on market trends and industry news.

  • Preparing financial statements: Creating balance sheets, income statements, and cash flow statements.

Marketing and Sales

  • Social media management: Managing social media accounts and creating content.

  • Email marketing: Creating and sending email campaigns.

  • Lead generation: Identifying and nurturing potential clients.

  • Content creation: Creating blog posts, articles, and other marketing materials.

Customer Support

  • Responding to inquiries: Answering customer questions and resolving issues.

  • Providing customer service: Assisting clients with their financial needs.

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Take a look at what our clients think

Cassie Lincoln, Distinctably
Hired: 1 VA

"Just been really thrilled with the virtual assistant that I’ve been working with and really the whole team. I just get excellent support and everybody is really helpful. My VA is super reliable and she’s really proactive."

Dr. Debi Silber, The PBT Institute
Hired: 2 VAs

"Mars is helping with gathering research and the truth is, I cannot keep up responding to how many leads she's bringing in each day. She's doing an incredible job, she is so responsive."

Yesenia Sanchez, Soleil Coaching
Hired: 1 VA

"I was so impressed by her. It's like the way that she just kind of took in all of the information. She put together just like a really just form of like information that I'm that I'm really able to work with."

Allen Sales, E-com Fashion
Hired: 5 VAs

"You've helped my business scale very fast and quickly in a short amount of time by providing me very adaptable and amazing people to work with. I hope that we will be working much longer"

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General Virtual Assistant Plan

The General Virtual Assistant (GVA) plan is your go-to solution for maximizing productivity while saving cost. 

Click here to explore our pricing options or schedule a free consultation to discuss your specific needs.

Trans Support - Our Story

Starting is Simple

Secure your free trial and start working with your assistant in less than two weeks. 

1

Book a Strategy Call

Book a call with us and discuss your specific needs and start date.

2

Interview Candidates

We will provide you list of candidates and you can interview them. 

3

Get Going

You can start with working with your chosen candidate in less than two week. 

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  • How does the recruitment process work in Trans Support?
    Our recruitment process involves sourcing, screening, interviewing, and selecting candidates based on your specific job requirements.
  • How long does the recruitment process typically take?
    The duration can vary depending on the complexity of the role and the availability of suitable candidates, but we aim to provide efficient and timely services.
  • What is your policy on candidate replacements if they don't meet my expectations?
    We have provisions for FREE replacements if a placed candidate does not meet your expectations. We aim for your complete satisfaction.
  • Will Trans Support provide tools needed for my business?
    Trans Support can offer recommendations and guidance on tools and software that may enhance your experience in managing virtual staffing services. However, it's important to note that all client-related tools, including project management software, communication platforms, and any other specific tools, should be provided and managed by our partner clients. We can collaborate with you to ensure that our virtual staffing seamlessly integrates with your preferred tools and systems for effective communication and project management.
  • What are your billing terms and payment methods?
    Our billing terms and accepted payment methods are outlined in our billing agreements. We typically accept bank transfers and other secure methods.
  • Are there any hidden fees or charges in your billing structure?
    The costs associated with using Trans Support's virtual staffing services are designed to be transparent and straightforward. We do not have setup fees or hidden charges. Once we receive an advance payment, all recruitment and training fees will be covered, ensuring clarity and simplicity in our pricing structure. Our aim is to provide you with cost-effective and reliable staffing solutions without any unexpected expenses.
  • Do you bill hourly or monthly basis?
    We bill monthly in advance for our services. This means that you will receive an invoice at the beginning of each month for the upcoming month's services. Advance billing allows smooth and uninterrupted service delivery, ensuring that your virtual staffing needs are met without any disruptions. It also provides you with clarity regarding the upcoming month's costs from the outset, making financial planning more straightforward.
  • Should I pay prepaid or postpaid for Trans Support's virtual staffing services?
    We operate on a prepaid payment model. We charge one month in advance before the service period begins, as stipulated in the Statement of Work (SOW). This approach ensures that our clients have clear financial expectations and allows us to provide uninterrupted and efficient staffing services.
  • How do you ensure smooth operations and service delivery?
    We have a well-defined operations framework that includes quality control, ongoing training, and regular communication with both clients and virtual staff to ensure smooth service delivery.
  • What is your policy on data security and confidentiality?
    We take data security and confidentiality seriously and have strict protocols in place to safeguard sensitive information.
  • How can I communicate with my virtual staff or Trans Support leadership team?
    We provide various communication channels, including email, chat, video conferencing, and project management tools, to facilitate seamless communication with your team.
  • What measures do you have in place to handle emergencies or unexpected disruptions?
    If a virtual staff experiences power interruption or internet connection issues, we have established contingency plans to address such situations effectively. Trans Support has identified alternative locations and sites where our employees can work when faced with these issues. Our goal is to minimize disruptions to your workflow and ensure continuous productivity. We prioritize the reliability of our services and have measures in place to address technical challenges promptly, allowing your virtual staff to resume work as quickly as possible. Your satisfaction and the uninterrupted flow of your tasks are of utmost importance to us.
  • Will I be directly working with my virtual staff, or is there an intermediary?
    Yes, you will directly collaborate with your virtual staff. Our aim is to foster a direct and productive working relationship between you and your virtual staff. However, we also have a dedicated support team in place to address any questions, concerns, or additional assistance you may require. Our support team is here to ensure a seamless experience and can expound on any matters as needed, enhancing the efficiency and effectiveness of your collaboration with your virtual assistant.
  • What are the working hours of my virtual staff provided by Trans Support?
    Your virtual staff's working hours can be mirrored to align with your preferred schedule. We offer both full-time and part-time options. For a full-time virtual staff, you can expect 40 hours of work per week, and for a part-time virtual staff, you can expect 20 hours of work per week. This flexibility allows you to choose the arrangement that best suits your business needs and workflow. Your virtual staff's working hours will be determined in consultation with you to ensure seamless collaboration.
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