For advisory firms and RIAs, a Operations VA plugs into the new-client onboarding and annual review prep — taking on sop creation and process automation so lead advisors and operations directors stop carrying the work themselves. They work inside the same tools you already run on, including Zapier and Make alongside Redtail, and inherit the SOPs your team has already documented.
Every Operations VA we place in financial services works against Reg BI, SEC/FINRA recordkeeping, and client document control. We solve the day-to-day pain advisory firms and RIAs feel most: advisors buried in onboarding paperwork instead of advice. They onboard onto your financial services stack (typically Redtail, Wealthbox, Salesforce FSC) inside the first week, with your SOPs as the source of truth.
In the first 30 days, your Operations VA for Financial Services ships the sop library updated (weekly) and the automation health check (weekly), plus the recurring work that defines the role: document sops for every recurring process with screenshots and loom walkthroughs, and build and maintain zapier or make automations across your tool stack. Your account manager runs a weekly review against the role's SOP and the financial services-specific checklist so quality is measured, not assumed.