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Virtual Administrator

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An Atlas Outsourcing primary and secondary resource already trained in all Virtual Administration (VA) Services will be assigned to your business for 20 hours per week or 40 hours per week for a fixed price each month.​​​

 

Please note that Virtual Administrators are not trained in SOA/ROA/Modelling Services.

 

Some of the tasks that our VA team undertakes includes:

  • Confirming/scheduling client or other appointments
  • Checking adviser email
  • Emailing clients direct
  • Scheduling flights/accommodation
  • Transcribing dicta-phone file notes
  • Entering Fact Find information
  • Data entry
  • Generating Reports for Client Reviews (FDS, Quarterly Reports, Annual Reports, Opt in, etc.)
  • Making Enquiries on Client Policies and reporting back
  • Presentations
  • Datafeed mapping
  • Pre-assessment
  • Insurance Quotes
  • Pension/Super research
  • Pre-complete applications
  • Follow-ups
  • Customised administration tasks​
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