EA for Financial Advisors

Hire an executive assistant for a financial advisor

An executive assistant for a financial advisor prepares the meeting, keeps the household record current, and collects paperwork the custodian already asked for. The hire is full-time, based in the Philippines, and $1,800 a month. They do not give investment advice or act as the compliance officer.

Start in 14 days.

Tasks this hire takes on

Advisory teams hand off preparation and follow-through. The advice itself stays with the advisor.

Build the client meeting folder: agenda, last notes, and the documents the advisor listed.
Schedule reviews and protect the blocks the advisor uses for planning.
Collect paperwork a custodian already requested, and track what is still missing.
Send the reminder and the follow-up the advisor approved.
Update the CRM household record after the meeting, from the advisor's notes.
Watch licensing and meeting deadlines the firm already put on the calendar.

Tools they work in

They use the CRM and the custodian portal the firm provides. You decide what client data they may see.

A CRM such as Redtail, Wealthbox, or Salesforce.
The custodian's document portal, on a login the firm issues.
Outlook or Google Calendar.
Zoom for reviews the advisor hosts.
A secure share the firm already trusts for statements and forms.

How the hire works

You tell us the CRM, the custodian, and the tasks that require a licensed person.
We shortlist full-time executive assistants in the Philippines who have supported client meetings.
You interview them and start a 1-week trial on preparation work, with a replacement or refund if the fit is wrong.
They do not sit in on advice. They make the meeting and the file ready.

Recommendations, trading, and compliance sign-off stay with licensed people at the firm. This hire prepares and follows through.

We recruit the top 2% of applicants. Rekruuto is trusted by 100+ customers. The hire is full-time and based in the Philippines, working your hours. You manage the day-to-day work.

Price and trial

This role is $1,800 a month. Software developers and AI Implementation Specialists start from $2,500 a month. Hiring can start in 14 days. There is a 1-week trial: if you are not satisfied, we find a replacement or refund your money. You can pause or cancel with 2 weeks' notice.

Pricing: Most roles $1,800/mo (£1,395 + VAT in the UK, €1,650 in Europe). Developers and AI Implementation Specialists from $2,500/mo (from £1,945 + VAT in the UK, from €2,295 in Europe).

See your shortlistStart in 14 days.

See the Executive assistant role and the rest of the seats on all roles.

Frequently asked questions

Can an offshore assistant support an RIA or advisory firm?

Yes, for calendar, meeting prep, CRM updates, and paperwork collection you authorize. They do not give investment advice.

Who controls client data?

You do. You choose the logins, the files, and whether a task is appropriate to hand off. We place a full-time person in the Philippines. We do not become your custodian.

What does an advisor's executive assistant cost?

The role is $1,800 a month. Software developers and AI Implementation Specialists start from $2,500 a month. The hire is full-time.

How fast can they start with our CRM?

Hiring and onboarding take 14 days, then a 1-week trial with a replacement or refund. The first tasks should be ones you can check the same day.

Related industries

All industries

From the site

Executive assistant role. The same seat, described for founders who are not running an advisory practice.