Virtual Administrator

An Atlas Outsourcing primary and secondary resource trained in all Virtual Administration (VA) Services will be assigned to your business for 80 hours per month or 160 hours per month 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:

• Appointment Setting
• Update calendar
• Send calendar invite to client
• Confirm schedule with client
• Arrange Zoom/Teams meeting link
• SoA Implementation/ Form pre-filling
• Establish a super account
• Establish an investment account
• Establish a pension account
• Process rollover instructions
• Prepare a Fund Nomination form for employer contributions
• Implement pension refresh
• Switch product
• Switch investments
• Trade investments
• Prepare/amend death benefit nomination form
• Prepare adviser service fee consent form
• Prepare FDS
• Prepare review reports
• Process withdrawal request
• Update pension payment
• Establish insurance
• Request insurance alteration (increase/reduce benefit)
• Process policy cancellation
• Prepare claim form
• Process change of ownership request
• Individual to SMSF / SMSF to individual / Platform to individual
• Remove commissions
• Prepare direct debit authority form
• Amend client details
• Prepare AML/FSC form
• Prepare other ATO/Centrelink forms
• Lodge notice of intent to claim tax deduction
• Prepare ATO Income and Assets form
• Generate insurance quotes
• Request insurance quotes
• Process pre-assessment request
• XPLAN – Update client details
• Insurance
• Super
• Investment
• Asset/liabilities
• Income/Expenses
• Contact info
• Basic info
• XPLAN – Add client details
• Risk profile questionnaire
• Client Data form

XPLAN – Generate forms & reports

• Client list
• Insurance list
• Client engagement letter
• Review Report
• FDS
• Opt-in
• SOP
• RPQ (blank)
• CDF (blank)
• RoA (Rebalance/Switch)
• RoA (No change)
• WealthSolver
• QuickCompare
• Needs Analysis
• Risk Research

XPLAN – Others

• Create new client account
• Send email
• Update task
• Update thread
• Update invoice
• Update review dates
• Save documents in file notes
• Add IDs
• XPLAN – IPS/Datafeed
• Map accounts
• Link accounts
• Request datafeed from providers
• Request assistance from compass support
• Add model portfolios
• Add purchase/sell transactions
• Add products
• Create accounts
• Transfer holdings
• Third Party Authority
• Prepare TPA form (generic/unique template)
• Communication
• Adviser – Phone Call
• Teams/Zoom Meeting – Task update
• Provider/Insurer – Phone Call
• Research (Super/Pension/Investment/Insurance)
• General Inquiry
• Request follow-up
• Application follow-up
• Client – Phone Call
• Meeting
• Enquiry update
• Providing instructions
• Email
• Adviser
• Task update
• Forwarding forms
• Provider/Insurer
• Client
• Others (Feel free to add other tasks not mentioned)
• Docusign
• AdobeSign
• Otter
• Transcription (voice)
• Transcription (handwriting)