Top Virtual Assistant

Top Virtual Assistant was hired by Fin Core Advisors, a financial planning and wealth management firm, to assist with back-office tasks. The CEO of the company needed support with client onboarding tasks such as appointment scheduling, document requests, compliance reminders, and CRM updates. Top Virtual Assistant was chosen due to its high ratings, good value for cost, and referral. The team was responsible for onboarding workflows, compliance checklist tracking, calendar coordination, preparation and organization of intake packets, and CRM tagging and record updates.

Travel Vista Tours, a company offering bespoke travel packages and guided tours worldwide, enlisted the services of Top Virtual Assistant to manage tour booking inquiries, vendor scheduling, travel itineraries, and customer follow-ups. The owner of the company found Top Virtual Assistant online and selected them for their great culture fit, good value for cost, and referral. The team was tasked with 24/7 email booking responses, coordination with guides and suppliers, itinerary design and distribution, and timely check-ins and travel reminders.

Tech Serve Pro, a company providing managed IT services and support to SMBs, engaged Top Virtual Assistant to assist with helpdesk ticket triage, SLA monitoring, vendor invoicing, and client status communication. The owner of the company selected Top Virtual Assistant due to their high ratings, good value for cost, and referral. The team from Top Virtual Assistant was responsible for ticket intake and prioritization, SLA compliance tracking, vendor invoice submission and tracking, and client communication and daily reporting.